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Gyroscope Capital Management Group’s Duke Energy DUK Stock Holding History

Gyroscope Capital Management Group’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
Q3 		$527K Buy
5,976
+90
+2% +$8.25K 0.12% 122
2023
Q2 		$528K Buy
5,886
+493
+9% +$46.5K 0.12% 113
2023
Q1 		$520K Buy
5,393
+485
+10% +$47.9K 0.13% 115
2022
Q4 		$505K Buy
4,908
+105
+2% +$10.1K 0.15% 95
2022
Q3 		$447K Buy
+4,803
New +$516K 0.17% 96
2020
Q3 		– Sell
-6,846
Closed -$547K – 118
2020
Q2 		$547K Buy
6,846
+489
+8% +$41.3K 0.25% 92
2020
Q1 		$514K Buy
6,357
+500
+9% +$45.9K 0.24% 79
2019
Q4 		$534K Buy
5,857
+733
+14% +$67.2K 0.19% 95
2019
Q3 		$487K Buy
5,124
+820
+19% +$74.6K 0.19% 81
2019
Q2 		$386K Buy
4,304
+525
+14% +$46.4K 0.15% 105
2019
Q1 		$342K Sell
3,779
-1,550
-29% -$137K 0.13% 99
2018
Q4 		$460K Buy
5,329
+386
+8% +$32.9K 0.18% 93
2018
Q3 		$402K Buy
4,943
+696
+16% +$56.3K 0.16% 79
2018
Q2 		$336K Sell
4,247
-271
-6% -$20.8K 0.15% 82
2018
Q1 		$350K Buy
+4,518
New +$349K 0.17% 72
2017
Q2 		– Sell
-3,953
Closed -$324K – 119
2017
Q1 		$324K Sell
3,953
-32
-0.8% -$2.54K 0.19% 59
2016
Q4 		$309K Buy
3,985
+1,002
+34% +$76.7K 0.21% 56
2016
Q3 		$239K Buy
+2,983
New +$247K 0.18% 77

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gyroscope Capital Management Group's DUK Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Duke Energy (DUK) stake by 1.5% in Q3 2023, buying an estimated $8.25K and bringing the position to 5,976 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #122.

Gyroscope Capital Management Group first reported a position in DUK in Q3 2016 and has held it in 18 quarters since. The position peaked at $547K in Q2 2020. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Gyroscope Capital Management Group held 5,976 shares of Duke Energy worth $527K as of Q3 2023.
  • Gyroscope Capital Management Group bought 90 Duke Energy shares in Q3 2023, an estimated $8.25K.
  • Duke Energy made up 0.12% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #122 holding.
  • Gyroscope Capital Management Group first reported a position in Duke Energy in Q3 2016 and has held it in 18 quarters since.
  • Gyroscope Capital Management Group's Duke Energy position peaked at $547K in Q2 2020.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.