JAM
DUK icon

Jupiter Asset Management’s Duke Energy DUK Stock Holding History

Jupiter Asset 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
Q4 		– Sell
-15,311
Closed -$1.77M – 409
2024
Q3 		$1.77M Sell
15,311
-114,217
-88% -$12.7M 0.02% 326
2024
Q2 		$13M Buy
129,528
+115,088
+797% +$11.5M 0.12% 189
2024
Q1 		$1.4M Buy
+14,440
New +$1.37M 0.01% 346
2022
Q4 		– Sell
-45,254
Closed -$4.21M – 487
2022
Q3 		$4.21M Buy
45,254
+37,863
+512% +$4.07M 0.07% 257
2022
Q2 		$793K Buy
+7,391
New +$813K 0.01% 455
2021
Q4 		– Sell
-41,982
Closed -$4.1M – 573
2021
Q3 		$4.1M Buy
41,982
+14,887
+55% +$1.54M 0.05% 280
2021
Q2 		$2.67M Sell
27,095
-23,681
-47% -$2.38M 0.03% 367
2021
Q1 		$4.9M Buy
50,776
+45,160
+804% +$4.12M 0.05% 323
2020
Q4 		$514K Buy
+5,616
New +$519K 0.01% 508

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
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

Jupiter Asset Management's DUK Position: Q4 2024 in Review

Jupiter Asset Management sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 15,311 shares — an estimated $1.77M sold.

Jupiter Asset Management first reported a position in DUK in Q4 2020 and held it in 9 quarters. The position peaked at $13M in Q2 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Jupiter Asset Management reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 15,311 Duke Energy shares in Q4 2024, an estimated $1.77M.
  • Jupiter Asset Management first reported a position in Duke Energy in Q4 2020 and held it in 9 quarters.
  • Jupiter Asset Management's Duke Energy position peaked at $13M in Q2 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.