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Hunter Associates Investment Management’s Duke Energy DUK Stock Holding History

Hunter Associates 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
Q1 		– Sell
-3,733
Closed -$362K – 262
2023
Q4 		$362K Sell
3,733
-549
-13% -$49.9K 0.07% 197
2023
Q3 		$377K Buy
4,282
+59
+1% +$5.41K 0.08% 194
2023
Q2 		$377K Buy
4,223
+44
+1% +$4.15K 0.07% 189
2023
Q1 		$403K Hold
4,179
– – 0.09% 177
2022
Q4 		$429K Hold
4,179
– – 0.1% 149
2022
Q3 		$389K Buy
4,179
+150
+4% +$16.1K 0.1% 150
2022
Q2 		$431K Buy
4,029
+1,264
+46% +$139K 0.11% 141
2022
Q1 		$309K Hold
2,765
– – 0.1% 110
2021
Q4 		$290K Hold
2,765
– – 0.08% 119
2021
Q3 		$270K Hold
2,765
– – 0.09% 118
2021
Q2 		$273K Buy
+2,765
New +$278K 0.09% 109
2017
Q3 		– Sell
-2,453
Closed -$205K – 162
2017
Q2 		$205K Hold
2,453
– – 0.08% 155
2017
Q1 		$201K Buy
+2,453
New +$195K 0.08% 158
2016
Q4 		– Sell
-2,603
Closed -$208K – 156
2016
Q3 		$208K Hold
2,603
– – 0.09% 149
2016
Q2 		$223K Hold
2,603
– – 0.1% 139
2016
Q1 		$210K Buy
+2,603
New +$197K 0.1% 139
2014
Q1 		– Sell
-3,000
Closed -$207K – 157
2013
Q4 		$207K Sell
3,000
-2
-0.1% -$140 0.08% 151
2013
Q3 		$200K Sell
3,002
-551
-16% -$37.6K 0.08% 149
2013
Q2 		$240K Buy
+3,553
New +$251K 0.09% 152

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 $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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hunter Associates Investment Management's DUK Position: Q1 2024 in Review

Hunter Associates Investment Management sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 3,733 shares — an estimated $362K sold.

Hunter Associates Investment Management first reported a position in DUK in Q2 2013 and held it in 19 quarters. The position peaked at $431K in Q2 2022. 1,913 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Hunter Associates Investment Management reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Hunter Associates Investment Management sold 3,733 Duke Energy shares in Q1 2024, an estimated $362K.
  • Hunter Associates Investment Management first reported a position in Duke Energy in Q2 2013 and held it in 19 quarters.
  • Hunter Associates Investment Management's Duke Energy position peaked at $431K in Q2 2022.
  • 1,913 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Hunter Associates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.