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Mountain Capital Investment Advisors’s Duke Energy DUK Stock Holding History

Mountain Capital Investment Advisors’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
-7,473
Closed -$743K – 52
2023
Q4 		$743K Sell
7,473
-529
-7% -$48.1K 0.25% 38
2023
Q3 		$706K Sell
8,002
-6,928
-46% -$635K 0.26% 37
2023
Q2 		$1.41M Sell
14,930
-4,471
-23% -$422K 0.53% 35
2023
Q1 		$1.92M Sell
19,401
-1,808
-9% -$179K 0.85% 36
2022
Q4 		$2.24M Buy
21,209
+5,348
+34% +$513K 1.02% 30
2022
Q3 		$1.42M Buy
15,861
+553
+4% +$59.4K 0.74% 47
2022
Q2 		$1.64M Buy
15,308
+342
+2% +$37.6K 0.82% 39
2022
Q1 		$1.71M Sell
14,966
-842
-5% -$87.5K 0.81% 39
2021
Q4 		$1.63M Buy
15,808
+4,195
+36% +$425K 0.74% 41
2021
Q3 		$1.17M Buy
11,613
+313
+3% +$32.4K 0.62% 59
2021
Q2 		$1.14M Sell
11,300
-1,512
-12% -$152K 0.52% 55
2021
Q1 		$1.26M Buy
12,812
+1,651
+15% +$151K 0.63% 49
2020
Q4 		$997K Sell
11,161
-2,244
-17% -$208K 0.6% 51
2020
Q3 		$1.25M Buy
+13,405
New +$1.1M 0.81% 43

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 $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
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

Mountain Capital Investment Advisors's DUK Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 7,473 shares — an estimated $743K sold.

Mountain Capital Investment Advisors first reported a position in DUK in Q3 2020 and held it in 14 quarters. The position peaked at $2.24M in Q4 2022. 1,913 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 7,473 Duke Energy shares in Q1 2024, an estimated $743K.
  • Mountain Capital Investment Advisors first reported a position in Duke Energy in Q3 2020 and held it in 14 quarters.
  • Mountain Capital Investment Advisors's Duke Energy position peaked at $2.24M in Q4 2022.
  • 1,913 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.