Horizon Bancorp’s Duke Energy DUK Stock Holding History

Horizon Bancorp’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	–	Sell	-38	Closed	-$4K	–	197
2024 Q3	$4K	Hold	38	–	–	﹤0.01%	197
2024 Q2	$4K	Sell	38 -38	-50%	-$3.8K	﹤0.01%	199
2024 Q1	$7K	Sell	76 -208	-73%	-$19.7K	﹤0.01%	195
2023 Q4	$28K	Hold	284	–	–	0.01%	173
2023 Q3	$25K	Sell	284 -28	-9%	-$2.57K	0.02%	163
2023 Q2	$28K	Buy	312 +208	+200%	+$19.6K	0.02%	140
2023 Q1	$10K	Sell	104 -3,847	-97%	-$380K	0.01%	139
2022 Q4	$407K	Buy	+3,951	New	+$379K	0.23%	27
2020 Q3	$350K	Buy	3,951 +38	+1%	+$3.13K	0.5%	52
2020 Q2	$313K	Hold	3,913	–	–	0.34%	57
2020 Q1	$316K	Sell	3,913 -233	-6%	-$21.4K	0.49%	65
2019 Q4	$378K	Buy	+4,146	New	+$380K	0.35%	79

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horizon Bancorp's DUK Position: Q4 2024 in Review

Horizon Bancorp sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 38 shares — an estimated $4K sold.

Horizon Bancorp first reported a position in DUK in Q4 2019 and held it in 12 quarters. The position peaked at $407K in Q4 2022. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Horizon Bancorp reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
Horizon Bancorp sold 38 Duke Energy shares in Q4 2024, an estimated $4K.
Horizon Bancorp first reported a position in Duke Energy in Q4 2019 and held it in 12 quarters.
Horizon Bancorp's Duke Energy position peaked at $407K in Q4 2022.
2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Horizon Bancorp's 13F filing for Q4 2024, filed 13 Jan 2025.