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Gilliland Jeter Wealth Management’s Duke Energy DUK Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-433
Closed -$49.9K – 295
2024
Q3 		$49.9K Hold
433
– – 0.02% 305
2024
Q2 		$43.4K Hold
433
– – 0.01% 305
2024
Q1 		$41.9K Buy
+433
New +$41.1K 0.01% 303

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gilliland Jeter Wealth Management's DUK Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 433 shares — an estimated $49.9K sold.

Gilliland Jeter Wealth Management first reported a position in DUK in Q1 2024 and held it in 3 quarters. The position peaked at $49.9K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 433 Duke Energy shares in Q4 2024, an estimated $49.9K.
  • Gilliland Jeter Wealth Management first reported a position in Duke Energy in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Duke Energy position peaked at $49.9K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.