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George Soros’s Duke Energy DUK Stock Holding History

George Soros’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
2023
Q4 		– Sell
-66,000
Closed -$5.83M – 230
2023
Q3 		$5.83M Buy
+66,000
New +$6.05M 0.08% 153
2019
Q4 		– Sell
-32,003
Closed -$3.07M – 179
2019
Q3 		$3.07M Buy
+32,003
New +$2.91M 0.09% 133

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

George Soros's DUK Position: Q4 2023 in Review

George Soros sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 66,000 shares — an estimated $5.83M sold.

George Soros first reported a position in DUK in Q3 2019 and held it in 2 quarters. The position peaked at $5.83M in Q3 2023. 1,906 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • George Soros reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • George Soros sold 66,000 Duke Energy shares in Q4 2023, an estimated $5.83M.
  • George Soros first reported a position in Duke Energy in Q3 2019 and held it in 2 quarters.
  • George Soros's Duke Energy position peaked at $5.83M in Q3 2023.
  • 1,906 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Soros Fund Management's 13F filing for Q4 2023, filed 14 Feb 2024.