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Garda Capital Partners’s Duke Energy DUK Stock Holding History

Garda Capital Partners’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
2025
Q3 		– Sell
-47,100
Closed -$5.56M – 152
2025
Q2 		$5.56M Buy
47,100
+11,000
+30% +$1.3M 0.13% 176
2025
Q1 		$4.4M Buy
+36,100
New +$4.11M 0.11% 231
2024
Q4 		– Sell
-110,100
Closed -$12.7M – 296
2024
Q3 		$12.7M Buy
110,100
+29,900
+37% +$3.33M 0.36% 78
2024
Q2 		$8.04M Buy
80,200
+24,200
+43% +$2.42M 0.28% 113
2024
Q1 		$5.42M Buy
+56,000
New +$5.31M 0.23% 129
2023
Q2 		– Sell
-10,000
Closed -$965K – 377
2023
Q1 		$965K Buy
+10,000
New +$988K 0.05% 238

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Garda Capital Partners's DUK Position: Q2 2023 in Review

Garda Capital Partners sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 2,360 shares — an estimated $228K sold.

Garda Capital Partners first reported a position in DUK in Q1 2023 and held it in 1 quarter. The position peaked at $228K in Q1 2023. 1,805 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Garda Capital Partners reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • Garda Capital Partners sold 2,360 Duke Energy shares in Q2 2023, an estimated $228K.
  • Garda Capital Partners first reported a position in Duke Energy in Q1 2023 and held it in 1 quarter.
  • Garda Capital Partners's Duke Energy position peaked at $228K in Q1 2023.
  • 1,805 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Garda Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.