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Gunn & Company Investment Management’s Duke Energy DUK Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-5,332
Closed -$534K – 79
2024
Q2 		$534K Buy
+5,332
New +$533K 0.03% 87
2024
Q1 		– Sell
-5,150
Closed -$500K – 81
2023
Q4 		$500K Buy
+5,150
New +$468K 0.03% 76

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gunn & Company Investment Management's DUK Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 5,332 shares — an estimated $534K sold.

Gunn & Company Investment Management first reported a position in DUK in Q4 2023 and held it in 2 quarters. The position peaked at $534K in Q2 2024. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 5,332 Duke Energy shares in Q3 2024, an estimated $534K.
  • Gunn & Company Investment Management first reported a position in Duke Energy in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Duke Energy position peaked at $534K in Q2 2024.
  • 2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.