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Hartline Investment Corp’s Duke Energy DUK Stock Holding History

Hartline Investment Corp’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
Q2 		– Sell
-14,372
Closed -$1.39M – 191
2024
Q1 		$1.39M Buy
+14,372
New +$1.36M 0.24% 87
2022
Q4 		– Sell
-2,608
Closed -$243K – 130
2022
Q3 		$243K Buy
+2,608
New +$280K 0.2% 116

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

Hartline Investment Corp's DUK Position: Q2 2024 in Review

Hartline Investment Corp sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 14,372 shares — an estimated $1.39M sold.

Hartline Investment Corp first reported a position in DUK in Q3 2022 and held it in 2 quarters. The position peaked at $1.39M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Hartline Investment Corp reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 14,372 Duke Energy shares in Q2 2024, an estimated $1.39M.
  • Hartline Investment Corp first reported a position in Duke Energy in Q3 2022 and held it in 2 quarters.
  • Hartline Investment Corp's Duke Energy position peaked at $1.39M in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.