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Curi Wealth Management’s Duke Energy DUK Stock Holding History

Curi Wealth 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
2024
Q1 		– Sell
-15,293
Closed -$1.48M – 41
2023
Q4 		$1.48M Sell
15,293
-238
-2% -$21.6K 0.21% 54
2023
Q3 		$1.37M Sell
15,531
-525
-3% -$48.1K 0.21% 55
2023
Q2 		$1.44M Sell
16,056
-496
-3% -$46.8K 0.19% 57
2023
Q1 		$1.6M Sell
16,552
-3,172
-16% -$313K 0.23% 54
2022
Q4 		$2.03M Buy
19,724
+2,504
+15% +$240K 0.28% 54
2022
Q3 		$1.6M Buy
17,220
+12,028
+232% +$1.29M 0.27% 53
2022
Q2 		$557K Buy
5,192
+158
+3% +$17.4K 0.11% 62
2022
Q1 		$562K Buy
5,034
+8
+0.2% +$831 0.1% 57
2021
Q4 		$527K Buy
5,026
+11
+0.2% +$1.11K 0.09% 66
2021
Q3 		$489K Buy
5,015
+9
+0.2% +$932 0.23% 42
2021
Q2 		$494K Buy
5,006
+8
+0.2% +$804 0.25% 43
2021
Q1 		$482K Sell
4,998
-1,991
-28% -$182K 0.31% 39
2020
Q4 		$639K Buy
+6,989
New +$646K 0.46% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi Wealth Management's DUK Position: Q1 2024 in Review

Curi Wealth Management sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 15,293 shares — an estimated $1.48M sold.

Curi Wealth Management first reported a position in DUK in Q4 2020 and held it in 13 quarters. The position peaked at $2.03M in Q4 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Curi Wealth Management reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 15,293 Duke Energy shares in Q1 2024, an estimated $1.48M.
  • Curi Wealth Management first reported a position in Duke Energy in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Duke Energy position peaked at $2.03M in Q4 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.