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Edge Capital Group’s Duke Energy DUK Stock Holding History

Edge Capital Group’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 		$1.06M Buy
9,865
+8
+0.1% +$906 0.05% 160
2024
Q3 		$1.14M Sell
9,857
-256
-3% -$28.5K 0.05% 152
2024
Q2 		$1.01M Buy
10,113
+9
+0.1% +$900 0.05% 163
2024
Q1 		$977K Sell
10,104
-17
-0.2% -$1.61K 0.05% 166
2023
Q4 		$982K Sell
10,121
-182
-2% -$16.6K 0.05% 167
2023
Q3 		$909K Sell
10,303
-28,966
-74% -$2.66M 0.06% 155
2023
Q2 		$3.52M Sell
39,269
-1,161
-3% -$110K 0.2% 102
2023
Q1 		$3.9M Buy
40,430
+35,000
+645% +$3.46M 0.24% 86
2022
Q4 		$559K Buy
5,430
+700
+15% +$67.2K 0.04% 179
2022
Q3 		$440K Buy
4,730
+49
+1% +$5.26K 0.04% 189
2022
Q2 		$502K Buy
4,681
+423
+10% +$46.5K 0.04% 191
2022
Q1 		$476K Buy
4,258
+40
+0.9% +$4.15K 0.03% 203
2021
Q4 		$442K Buy
4,218
+222
+6% +$22.5K 0.03% 207
2021
Q3 		$390K Buy
3,996
+991
+33% +$103K 0.03% 210
2021
Q2 		$297K Buy
3,005
+32
+1% +$3.21K 0.02% 223
2021
Q1 		$287K Buy
2,973
+224
+8% +$20.4K 0.02% 226
2020
Q4 		$252K Buy
2,749
+23
+0.8% +$2.13K 0.02% 229
2020
Q3 		$241K Buy
2,726
+15
+0.6% +$1.24K 0.02% 212
2020
Q2 		$217K Buy
2,711
+14
+0.5% +$1.18K 0.02% 203
2020
Q1 		$218K Buy
2,697
+430
+19% +$39.5K 0.03% 194
2019
Q4 		$207K Sell
2,267
-149
-6% -$13.7K 0.02% 220
2019
Q3 		$232K Sell
2,416
-328
-12% -$29.8K 0.02% 213
2019
Q2 		$242K Buy
2,744
+354
+15% +$31.3K 0.02% 229
2019
Q1 		$215K Buy
2,390
+12
+0.5% +$1.06K 0.02% 226
2018
Q4 		$205K Buy
+2,378
New +$202K 0.02% 220

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

Edge Capital Group's DUK Position: Q4 2024 in Review

Edge Capital Group increased its Duke Energy (DUK) stake by 0.08% in Q4 2024, buying an estimated $906 and bringing the position to 9,865 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #160.

Edge Capital Group first reported a position in DUK in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.9M in Q1 2023. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Edge Capital Group held 9,865 shares of Duke Energy worth $1.06M as of Q4 2024.
  • Edge Capital Group bought 8 Duke Energy shares in Q4 2024, an estimated $906.
  • Duke Energy made up 0.05% of Edge Capital Group's portfolio in Q4 2024, its #160 holding.
  • Edge Capital Group first reported a position in Duke Energy in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Duke Energy position peaked at $3.9M in Q1 2023.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.