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Insight Folios’s Duke Energy DUK Stock Holding History

Insight Folios’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
Q3 		$8.3M Buy
71,993
+3,147
+5% +$350K 2.96% 12
2024
Q2 		$6.9M Buy
68,846
+617
+0.9% +$61.7K 2.83% 11
2024
Q1 		$6.6M Buy
68,229
+2,107
+3% +$200K 2.67% 17
2023
Q4 		$6.42M Buy
66,122
+3,083
+5% +$280K 2.78% 16
2023
Q3 		$5.56M Sell
63,039
-4,839
-7% -$444K 2.72% 16
2023
Q2 		$6.09M Buy
67,878
+4,239
+7% +$400K 2.55% 22
2023
Q1 		$6.14M Buy
63,639
+2,652
+4% +$262K 2.72% 17
2022
Q4 		$6.28M Buy
60,987
+2,776
+5% +$266K 2.84% 15
2022
Q3 		$5.42M Buy
58,211
+2,095
+4% +$225K 2.76% 15
2022
Q2 		$6.02M Buy
56,116
+3,608
+7% +$397K 2.86% 11
2022
Q1 		$5.86M Buy
52,508
+318
+0.6% +$33K 2.61% 16
2021
Q4 		$5.47M Buy
52,190
+518
+1% +$52.5K 2.57% 13
2021
Q3 		$5.04M Buy
51,672
+3,718
+8% +$385K 2.78% 11
2021
Q2 		$4.73M Buy
47,954
+1,006
+2% +$101K 2.78% 15
2021
Q1 		$4.53M Buy
46,948
+192
+0.4% +$17.5K 3.1% 14
2020
Q4 		$4.28M Buy
46,756
+2,314
+5% +$214K 3.18% 11
2020
Q3 		$3.94M Sell
44,442
-16
-0% -$1.32K 3.65% 5
2020
Q2 		$3.55M Sell
44,458
-4,732
-10% -$400K 3.41% 5
2020
Q1 		$3.98M Buy
49,190
+3,648
+8% +$335K 4.55% 1
2019
Q4 		$4.15M Buy
+45,542
New +$4.18M 3.69% 3

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Insight Folios's DUK Position: Q3 2024 in Review

Insight Folios increased its Duke Energy (DUK) stake by 4.6% in Q3 2024, buying an estimated $350K and bringing the position to 71,993 shares worth $8.3M. The position accounts for 2.96% of the portfolio, ranked #12.

Insight Folios first reported a position in DUK in Q4 2019 and has held it in 20 quarters since. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Insight Folios held 71,993 shares of Duke Energy worth $8.3M as of Q3 2024.
  • Insight Folios bought 3,147 Duke Energy shares in Q3 2024, an estimated $350K.
  • Duke Energy made up 2.96% of Insight Folios's portfolio in Q3 2024, its #12 holding.
  • Insight Folios first reported a position in Duke Energy in Q4 2019 and has held it in 20 quarters since.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.