FCMT
DUK icon

Founders Capital Management (Texas)’s Duke Energy DUK Stock Holding History

Founders Capital Management (Texas)’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
-204
Closed -$23.5K – 374
2024
Q3 		$23.5K Buy
204
+2
+1% +$223 0.01% 214
2024
Q2 		$20.2K Buy
+202
New +$20.2K 0.01% 229
2018
Q2 		– Sell
-713
Closed -$55K – 323
2018
Q1 		$55K Hold
713
– – 0.05% 130
2017
Q4 		$60K Hold
713
– – 0.05% 124
2017
Q3 		$60K Hold
713
– – 0.05% 123
2017
Q2 		$60K Buy
713
+175
+33% +$14.7K 0.05% 124
2017
Q1 		$44K Buy
+538
New +$42.8K 0.04% 145

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Founders Capital Management (Texas)'s DUK Position: Q4 2024 in Review

Founders Capital Management (Texas) sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 204 shares — an estimated $23.5K sold.

Founders Capital Management (Texas) first reported a position in DUK in Q1 2017 and held it in 7 quarters. The position peaked at $60K in Q4 2017. 2,203 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Founders Capital Management (Texas) reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 204 Duke Energy shares in Q4 2024, an estimated $23.5K.
  • Founders Capital Management (Texas) first reported a position in Duke Energy in Q1 2017 and held it in 7 quarters.
  • Founders Capital Management (Texas)'s Duke Energy position peaked at $60K in Q4 2017.
  • 2,203 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2024, filed 13 Jan 2025.