FIM
DUK icon

Freedom Investment Management’s Duke Energy DUK Stock Holding History

Freedom Investment 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
-2,338
Closed -$227K – 800
2023
Q4 		$227K Sell
2,338
-193
-8% -$17.6K 0.02% 677
2023
Q3 		$223K Sell
2,531
-81
-3% -$7.43K 0.03% 591
2023
Q2 		$234K Buy
2,612
+33
+1% +$3.12K 0.03% 618
2023
Q1 		$249K Sell
2,579
-4,285
-62% -$423K 0.03% 602
2022
Q4 		$707K Sell
6,864
-5,669
-45% -$544K 0.08% 317
2022
Q3 		$1.17M Sell
12,533
-375
-3% -$40.3K 0.13% 200
2022
Q2 		$1.38M Buy
12,908
+4,649
+56% +$511K 0.15% 191
2022
Q1 		$922K Buy
8,259
+2,114
+34% +$220K 0.08% 314
2021
Q4 		$645K Sell
6,145
-1,234
-17% -$125K 0.05% 458
2021
Q3 		$720K Buy
7,379
+538
+8% +$55.7K 0.06% 405
2021
Q2 		$675K Buy
6,841
+88
+1% +$8.84K 0.05% 439
2021
Q1 		$652K Buy
6,753
+961
+17% +$87.7K 0.05% 436
2020
Q4 		$530K Buy
5,792
+354
+7% +$32.7K 0.06% 315
2020
Q3 		$482K Sell
5,438
-188
-3% -$15.5K 0.05% 292
2020
Q2 		$449K Sell
5,626
-236
-4% -$19.9K 0.05% 297
2020
Q1 		$564K Sell
5,862
-23
-0.4% -$2.11K 0.05% 311
2019
Q4 		$537K Sell
5,885
-328
-5% -$30.1K 0.05% 327
2019
Q3 		$596K Buy
6,213
+13
+0.2% +$1.18K 0.05% 315
2019
Q2 		$547K Sell
6,200
-822
-12% -$72.7K 0.05% 341
2019
Q1 		$632K Buy
7,022
+1,156
+20% +$102K 0.05% 326
2018
Q4 		$506K Buy
5,866
+212
+4% +$18K 0.04% 421
2018
Q3 		$460K Sell
5,654
-924
-14% -$74.7K 0.03% 547
2018
Q2 		$520K Sell
6,578
-6,074
-48% -$467K 0.03% 534
2018
Q1 		$980K Sell
12,652
-8
-0.1% -$618 0.05% 378
2017
Q4 		$1.06M Buy
12,660
+116
+0.9% +$10.1K 0.05% 341
2017
Q3 		$1.05M Buy
12,544
+847
+7% +$72.5K 0.06% 320
2017
Q2 		$978K Sell
11,697
-501
-4% -$42.1K 0.06% 320
2017
Q1 		$1M Sell
12,198
-1
-0% -$79 0.06% 291
2016
Q4 		$947K Buy
12,199
+3,367
+38% +$258K 0.06% 258
2016
Q3 		$707K Buy
8,832
+619
+8% +$51.3K 0.05% 349
2016
Q2 		$705K Buy
8,213
+1,557
+23% +$124K 0.05% 315
2016
Q1 		$537K Buy
6,656
+1,824
+38% +$138K 0.04% 379
2015
Q4 		$345K Sell
4,832
-3,555
-42% -$250K 0.03% 512
2015
Q3 		$516K Buy
8,387
+3,933
+88% +$285K 0.05% 308
2015
Q2 		$315K Sell
4,454
-259
-5% -$19.6K 0.03% 477
2015
Q1 		$362K Buy
4,713
+125
+3% +$10.1K 0.04% 411
2014
Q4 		$383K Buy
4,588
+286
+7% +$23.1K 0.05% 344
2014
Q3 		$322K Buy
4,302
+209
+5% +$15.2K 0.06% 318
2014
Q2 		$304K Buy
4,093
+362
+10% +$26K 0.05% 343
2014
Q1 		$266K Sell
3,731
-1,082
-22% -$75.4K 0.06% 322
2013
Q4 		$332K Buy
4,813
+177
+4% +$12.4K 0.08% 266
2013
Q3 		$310K Sell
4,636
-196
-4% -$13.4K 0.09% 215
2013
Q2 		$326K Buy
+4,832
New +$342K 0.11% 166

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

Freedom Investment Management's DUK Position: Q1 2024 in Review

Freedom Investment Management sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 2,338 shares — an estimated $227K sold.

Freedom Investment Management first reported a position in DUK in Q2 2013 and held it in 43 quarters. The position peaked at $1.38M in Q2 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Freedom Investment Management reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,338 Duke Energy shares in Q1 2024, an estimated $227K.
  • Freedom Investment Management first reported a position in Duke Energy in Q2 2013 and held it in 43 quarters.
  • Freedom Investment Management's Duke Energy position peaked at $1.38M in Q2 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.