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Gray Wealth Management’s Duke Energy DUK Stock Holding History

Gray 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 		$553K Buy
5,136
+9
+0.2% +$1.02K 0.21% 66
2024
Q3 		$591K Buy
5,127
+59
+1% +$6.57K 0.23% 65
2024
Q2 		$508K Buy
5,068
+292
+6% +$29.2K 0.22% 64
2024
Q1 		$462K Buy
4,776
+297
+7% +$28.2K 0.21% 69
2023
Q4 		$435K Sell
4,479
-1,109
-20% -$101K 0.21% 69
2023
Q3 		$493K Sell
5,588
-39
-0.7% -$3.58K 0.25% 64
2023
Q2 		$505K Buy
5,627
+279
+5% +$26.3K 0.25% 64
2023
Q1 		$516K Buy
5,348
+41
+0.8% +$4.05K 0.28% 63
2022
Q4 		$547K Buy
5,307
+482
+10% +$46.3K 0.32% 60
2022
Q3 		$449K Buy
4,825
+19
+0.4% +$2.04K 0.29% 61
2022
Q2 		$515K Buy
4,806
+182
+4% +$20K 0.31% 63
2022
Q1 		$516K Buy
4,624
+1
+0% +$104 0.27% 65
2021
Q4 		$485K Buy
4,623
+550
+14% +$55.8K 0.24% 69
2021
Q3 		$397K Buy
4,073
+2
+0% +$207 0.22% 72
2021
Q2 		$402K Buy
4,071
+671
+20% +$67.4K 0.23% 72
2021
Q1 		$328K Buy
3,400
+961
+39% +$87.7K 0.21% 76
2020
Q4 		$223K Buy
+2,439
New +$226K 0.15% 98

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

Gray Wealth Management's DUK Position: Q4 2024 in Review

Gray Wealth Management increased its Duke Energy (DUK) stake by 0.18% in Q4 2024, buying an estimated $1.02K and bringing the position to 5,136 shares worth $553K. The position accounts for 0.21% of the portfolio, ranked #66.

Gray Wealth Management first reported a position in DUK in Q4 2020 and has held it in 17 quarters since. The position peaked at $591K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Gray Wealth Management held 5,136 shares of Duke Energy worth $553K as of Q4 2024.
  • Gray Wealth Management bought 9 Duke Energy shares in Q4 2024, an estimated $1.02K.
  • Duke Energy made up 0.21% of Gray Wealth Management's portfolio in Q4 2024, its #66 holding.
  • Gray Wealth Management first reported a position in Duke Energy in Q4 2020 and has held it in 17 quarters since.
  • Gray Wealth Management's Duke Energy position peaked at $591K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.