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Householder Group Estate & Retirement Specialist’s Duke Energy DUK Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$104K Sell
974
-873
-47% -$98.9K 0.08% 147
2024
Q3 		$213K Sell
1,847
-329
-15% -$36.6K 0.06% 235
2024
Q2 		$218K Buy
2,176
+9
+0.4% +$900 0.06% 236
2024
Q1 		$210K Buy
2,167
+121
+6% +$11.5K 0.06% 235
2023
Q4 		$198K Buy
2,046
+319
+18% +$29K 0.07% 243
2023
Q3 		$152K Buy
+1,727
New +$158K 0.05% 249
2023
Q1 		$254K Buy
2,636
+26
+1% +$2.57K 0.1% 175
2022
Q4 		$268K Buy
2,610
+10
+0.4% +$960 0.4% 41
2022
Q3 		$241K Buy
+2,600
New +$279K 0.1% 172
2022
Q2 		– Sell
-1,861
Closed -$208K – 193
2022
Q1 		$208K Buy
+1,861
New +$193K 0.08% 187

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
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

Householder Group Estate & Retirement Specialist's DUK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Duke Energy (DUK) stake by 47% in Q4 2024, selling an estimated $98.9K and leaving 974 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #147.

Householder Group Estate & Retirement Specialist first reported a position in DUK in Q1 2022 and has held it in 10 quarters since. The position peaked at $268K in Q4 2022. 2,201 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 974 shares of Duke Energy worth $104K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 873 Duke Energy shares in Q4 2024, an estimated $98.9K.
  • Duke Energy made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #147 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Duke Energy in Q1 2022 and has held it in 10 quarters since.
  • Householder Group Estate & Retirement Specialist's Duke Energy position peaked at $268K in Q4 2022.
  • 2,201 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.