Claris Advisors’s Duke Energy DUK Stock Holding History

Claris Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-327	Closed	-$37.7K	–	372
2024 Q3	$37.7K	Buy	+327	New	+$36.4K	0.02%	143

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claris Advisors's DUK Position: Q4 2024 in Review

Claris Advisors sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 327 shares — an estimated $37.7K sold.

Claris Advisors first reported a position in DUK in Q3 2024 and held it in 1 quarter. The position peaked at $37.7K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Claris Advisors reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 327 Duke Energy shares in Q4 2024, an estimated $37.7K.
Claris Advisors first reported a position in Duke Energy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Duke Energy position peaked at $37.7K in Q3 2024.
2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.