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Gratus Capital’s Duke Energy DUK Stock Holding History

Gratus Capital’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
2020
Q2 		– Sell
-71,400
Closed -$5.78M – 169
2020
Q1 		$5.78M Buy
+71,400
New +$6.56M 1.08% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gratus Capital's DUK Position: Q2 2024 in Review

Gratus Capital increased its Duke Energy (DUK) stake by 2.7% in Q2 2024, buying an estimated $407K and bringing the position to 153,871 shares worth $15.4M. The position accounts for 0.62% of the portfolio, ranked #51.

Gratus Capital first reported a position in DUK in Q2 2018 and has held it in 25 quarters since. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Gratus Capital held 153,871 shares of Duke Energy worth $15.4M as of Q2 2024.
  • Gratus Capital bought 4,067 Duke Energy shares in Q2 2024, an estimated $407K.
  • Duke Energy made up 0.62% of Gratus Capital's portfolio in Q2 2024, its #51 holding.
  • Gratus Capital first reported a position in Duke Energy in Q2 2018 and has held it in 25 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.