Fermata Advisors’s Duke Energy DUK Stock Holding History

Fermata Advisors’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	-2,162	Closed	-$210K	–	217
2023 Q4	$210K	Buy	+2,162	New	+$197K	0.05%	173

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fermata Advisors's DUK Position: Q1 2024 in Review

Fermata Advisors sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 2,162 shares — an estimated $210K sold.

Fermata Advisors first reported a position in DUK in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

Fermata Advisors reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
Fermata Advisors sold 2,162 Duke Energy shares in Q1 2024, an estimated $210K.
Fermata Advisors first reported a position in Duke Energy in Q4 2023 and held it in 1 quarter.
Fermata Advisors's Duke Energy position peaked at $210K in Q4 2023.
1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Fermata Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.