Macroview Investment Management’s Duke Energy DUK Stock Holding History

Macroview 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 Q4	–	Sell	-632	Closed	-$72.9K	–	216
2024 Q3	$72.9K	Buy	632 +1	+0.2%	+$111	0.07%	117
2024 Q2	$63.2K	Buy	631 +2	+0.3%	+$200	0.07%	121
2024 Q1	$60.8K	Buy	629 +2	+0.3%	+$190	0.07%	131
2023 Q4	$60.9K	Hold	627	–	–	0.07%	127
2023 Q3	$55.3K	Buy	627 +11	+2%	+$1.01K	0.07%	113
2023 Q2	$55.3K	Buy	616 +480	+353%	+$45.3K	0.08%	87
2023 Q1	$13.1K	Buy	136 +1	+0.7%	+$99	0.02%	172
2022 Q4	$13.9K	Buy	135 +2	+2%	+$192	0.02%	157
2022 Q3	$12K	Buy	133 +1	+0.8%	+$107	0.02%	144
2022 Q2	$14K	Buy	132 +1	+0.8%	+$110	0.02%	150
2022 Q1	$15K	Buy	131 +1	+0.8%	+$104	0.02%	159
2021 Q4	$14K	Buy	130 +2	+2%	+$203	0.02%	224
2021 Q3	$13K	Buy	128 +1	+0.8%	+$104	0.02%	146
2021 Q2	$13K	Buy	127 +1	+0.8%	+$100	0.02%	163
2021 Q1	$12K	Buy	126 +1	+0.8%	+$91	0.02%	147
2020 Q4	$11K	Buy	125 +2	+2%	+$185	0.02%	138
2020 Q3	$11K	Buy	123 +1	+0.8%	+$82	0.02%	129
2020 Q2	$10K	Buy	122 +1	+0.8%	+$84	0.02%	122
2020 Q1	$10K	Hold	121	–	–	0.02%	119
2019 Q4	$11K	Hold	121	–	–	0.02%	139
2019 Q3	$12K	Hold	121	–	–	0.03%	135
2019 Q2	$11K	Hold	121	–	–	0.03%	140
2019 Q1	$11K	Sell	121 -24	-17%	-$2.12K	0.03%	147
2018 Q4	$12K	Hold	145	–	–	0.04%	127
2018 Q3	$12K	Hold	145	–	–	0.04%	123
2018 Q2	$11K	Hold	145	–	–	0.04%	121
2018 Q1	$11K	Buy	145 +45	+45%	+$3.48K	0.04%	109
2017 Q4	$8K	Hold	100	–	–	0.04%	85
2017 Q3	$8K	Hold	100	–	–	0.04%	95
2017 Q2	$8K	Hold	100	–	–	0.04%	101
2017 Q1	$8K	Hold	100	–	–	0.05%	71
2016 Q4	$8K	Hold	100	–	–	0.04%	71
2016 Q3	$8K	Hold	100	–	–	0.04%	70
2016 Q2	$9K	Hold	100	–	–	0.04%	58
2016 Q1	$8K	Hold	100	–	–	0.03%	59
2015 Q4	$7K	Hold	100	–	–	0.02%	70
2015 Q3	$7K	Sell	100 -200	-67%	-$14.5K	0.01%	70
2015 Q2	$21K	Sell	300 -46,498	-99%	-$3.51M	0.02%	50
2015 Q1	$3.59M	Buy	46,798 +3,464	+8%	+$281K	3.35%	10
2014 Q4	$3.62M	Buy	43,334 +2,303	+6%	+$186K	3.79%	7
2014 Q3	$3.07M	Sell	41,031 -291	-0.7%	-$21.2K	4.12%	7
2014 Q2	$3.07M	Buy	41,322 +2,879	+7%	+$207K	4.07%	6
2014 Q1	$2.74M	Buy	38,443 +18,012	+88%	+$1.26M	4.15%	7
2013 Q4	$1.41M	Buy	20,431 +1,573	+8%	+$110K	2.52%	14
2013 Q3	$1.26M	Sell	18,858 -20,879	-53%	-$1.42M	2.17%	11
2013 Q2	$2.68M	Buy	+39,737	New	+$2.81M	2.79%	9

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

Macroview Investment Management's DUK Position: Q4 2024 in Review

Macroview Investment Management sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 632 shares — an estimated $72.9K sold.

Macroview Investment Management first reported a position in DUK in Q2 2013 and held it in 46 quarters. The position peaked at $3.62M in Q4 2014. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Macroview Investment Management reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 632 Duke Energy shares in Q4 2024, an estimated $72.9K.
Macroview Investment Management first reported a position in Duke Energy in Q2 2013 and held it in 46 quarters.
Macroview Investment Management's Duke Energy position peaked at $3.62M in Q4 2014.
2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.