ClariVest Asset Management’s Duke Energy DUK Stock Holding History

ClariVest Asset Management’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
2023 Q4	–	Sell	-8	Closed	-$1K	–	901
2023 Q3	$1K	Buy	+8	New	+$733	﹤0.01%	611
2020 Q3	–	Sell	-6	Closed	–	–	778
2020 Q2	$0	Sell	6 -7	-54%	-$591	﹤0.01%	799
2020 Q1	$1K	Buy	+13	New	+$1.19K	﹤0.01%	649
2019 Q1	–	Sell	-12	Closed	-$1K	–	727
2018 Q4	$1K	Buy	12 +4	+50%	+$340	﹤0.01%	663
2018 Q3	$1K	Buy	+8	New	+$647	﹤0.01%	682
2014 Q4	–	Sell	-15	Closed	-$1K	–	569
2014 Q3	$1K	Buy	+15	New	+$1.09K	﹤0.01%	534

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClariVest Asset Management's DUK Position: Q4 2023 in Review

ClariVest Asset Management sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 8 shares — an estimated $1K sold.

ClariVest Asset Management first reported a position in DUK in Q3 2014 and held it in 6 quarters. The position peaked at $1K in Q3 2023. 1,907 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

ClariVest Asset Management reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
ClariVest Asset Management sold 8 Duke Energy shares in Q4 2023, an estimated $1K.
ClariVest Asset Management first reported a position in Duke Energy in Q3 2014 and held it in 6 quarters.
ClariVest Asset Management's Duke Energy position peaked at $1K in Q3 2023.
1,907 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on ClariVest Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.