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Cunning Capital Partners’s Duke Energy DUK Stock Holding History

Cunning Capital Partners’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
-15,435
Closed -$1.78M – 59
2024
Q3 		$1.78M Hold
15,435
– – 0.93% 49
2024
Q2 		$1.55M Hold
15,435
– – 0.87% 59
2024
Q1 		$1.49M Hold
15,435
– – 0.83% 69
2023
Q4 		$1.5M Hold
15,435
– – 0.93% 64
2023
Q3 		$1.36M Buy
+15,435
New +$1.42M 0.9% 67
2023
Q2 		– Sell
-15,435
Closed -$1.46M – 71
2023
Q1 		$1.49M Hold
15,435
– – 1.01% 54
2022
Q4 		$1.59M Buy
+15,435
New +$1.48M 1.13% 36

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cunning Capital Partners's DUK Position: Q4 2024 in Review

Cunning Capital Partners sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 15,435 shares — an estimated $1.78M sold.

Cunning Capital Partners first reported a position in DUK in Q4 2022 and held it in 7 quarters. The position peaked at $1.78M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Cunning Capital Partners reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Cunning Capital Partners sold 15,435 Duke Energy shares in Q4 2024, an estimated $1.78M.
  • Cunning Capital Partners first reported a position in Duke Energy in Q4 2022 and held it in 7 quarters.
  • Cunning Capital Partners's Duke Energy position peaked at $1.78M in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Cunning Capital Partners's 13F filing for Q4 2024, filed 13 Feb 2025.