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Orrstown Financial Services’s Duke Energy DUK Stock Holding History

Orrstown Financial Services’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
-1,881
Closed -$217K – 135
2024
Q3 		$217K Buy
+1,881
New +$209K 0.06% 131
2019
Q4 		– Sell
-1,133
Closed -$105K – 123
2019
Q3 		$105K Hold
1,133
– – 0.14% 103
2019
Q2 		$100K Sell
1,133
-317
-22% -$28K 0.14% 106
2019
Q1 		$131K Buy
1,450
+317
+28% +$28K 0.18% 94
2018
Q4 		$98K Sell
1,133
-309
-21% -$26.3K 0.15% 96
2018
Q3 		$115K Sell
1,442
-4,416
-75% -$357K 0.15% 94
2018
Q2 		$463K Buy
5,858
+4,816
+462% +$370K 0.58% 66
2018
Q1 		$81K Hold
1,042
– – 0.1% 122
2017
Q4 		$88K Hold
1,042
– – 0.1% 118
2017
Q3 		$87K Hold
1,042
– – 0.1% 119
2017
Q2 		$87K Buy
1,042
+309
+42% +$26K 0.1% 119
2017
Q1 		$60K Hold
733
– – 0.06% 142
2016
Q4 		$54K Hold
733
– – 0.06% 131
2016
Q3 		$59K Hold
733
– – 0.06% 125
2016
Q2 		$63K Hold
733
– – 0.07% 106
2016
Q1 		$59K Sell
733
-50
-6% -$3.78K 0.06% 103
2015
Q4 		$56K Buy
783
+50
+7% +$3.52K 0.06% 109
2015
Q3 		$53K Sell
733
-100
-12% -$7.24K 0.06% 111
2015
Q2 		$59K Hold
833
– – 0.06% 118
2015
Q1 		$64K Hold
833
– – 0.07% 113
2014
Q4 		$70K Hold
833
– – 0.07% 111
2014
Q3 		$62K Hold
833
– – 0.07% 117
2014
Q2 		$62K Hold
833
– – 0.07% 106
2014
Q1 		$59K Buy
+833
New +$58.1K 0.06% 107

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Orrstown Financial Services's DUK Position: Q4 2024 in Review

Orrstown Financial Services sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 1,881 shares — an estimated $217K sold.

Orrstown Financial Services first reported a position in DUK in Q1 2014 and held it in 24 quarters. The position peaked at $463K in Q2 2018. 2,203 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Orrstown Financial Services reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Orrstown Financial Services sold 1,881 Duke Energy shares in Q4 2024, an estimated $217K.
  • Orrstown Financial Services first reported a position in Duke Energy in Q1 2014 and held it in 24 quarters.
  • Orrstown Financial Services's Duke Energy position peaked at $463K in Q2 2018.
  • 2,203 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Orrstown Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.