EWM
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Executive Wealth Management’s Duke Energy DUK Stock Holding History

Executive 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
Q4 		$258K Sell
2,395
-285
-11% -$32.3K 0.02% 229
2024
Q3 		$309K Sell
2,680
-51
-2% -$5.68K 0.02% 216
2024
Q2 		$274K Buy
2,731
+184
+7% +$18.4K 0.05% 107
2024
Q1 		$245K Buy
+2,547
New +$242K 0.02% 220
2019
Q3 		– Sell
-848
Closed -$75K – 310
2019
Q2 		$75K Buy
848
+225
+36% +$19.9K 0.01% 243
2019
Q1 		$56K Buy
623
+16
+3% +$1.41K 0.01% 249
2018
Q4 		$52K Buy
+607
New +$51.7K 0.01% 272

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

Executive Wealth Management's DUK Position: Q4 2024 in Review

Executive Wealth Management reduced its Duke Energy (DUK) stake by 11% in Q4 2024, selling an estimated $32.3K and leaving 2,395 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #229.

Executive Wealth Management first reported a position in DUK in Q4 2018 and has held it in 7 quarters since. The position peaked at $309K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Executive Wealth Management held 2,395 shares of Duke Energy worth $258K as of Q4 2024.
  • Executive Wealth Management sold 285 Duke Energy shares in Q4 2024, an estimated $32.3K.
  • Duke Energy made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #229 holding.
  • Executive Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 7 quarters since.
  • Executive Wealth Management's Duke Energy position peaked at $309K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.