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Planning Capital Management Corporation’s Duke Energy DUK Stock Holding History

Planning Capital Management Corporation’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 		– Sell
-52
Closed -$5.21K – 826
2024
Q2 		$5.21K Hold
52
– – ﹤0.01% 460
2024
Q1 		$5.03K Sell
52
-32
-38% -$3.04K ﹤0.01% 478
2023
Q4 		$8.15K Buy
+84
New +$7.64K 0.01% 434

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 $315B AUM 27.84% 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

Planning Capital Management Corporation's DUK Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 52 shares — an estimated $5.21K sold.

Planning Capital Management Corporation first reported a position in DUK in Q4 2023 and held it in 3 quarters. The position peaked at $8.15K in Q4 2023. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 52 Duke Energy shares in Q3 2024, an estimated $5.21K.
  • Planning Capital Management Corporation first reported a position in Duke Energy in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Duke Energy position peaked at $8.15K in Q4 2023.
  • 2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.