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Platinum Investment Management’s Duke Energy DUK Stock Holding History

Platinum 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
Q1 		– Sell
-909
Closed -$88.2K – 146
2023
Q4 		$88.2K Buy
909
+682
+300% +$62K ﹤0.01% 132
2023
Q3 		$20K Buy
+227
New +$20.8K ﹤0.01% 140

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

Platinum Investment Management's DUK Position: Q1 2024 in Review

Platinum Investment Management sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 909 shares — an estimated $88.2K sold.

Platinum Investment Management first reported a position in DUK in Q3 2023 and held it in 2 quarters. The position peaked at $88.2K in Q4 2023. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Platinum Investment Management reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Platinum Investment Management sold 909 Duke Energy shares in Q1 2024, an estimated $88.2K.
  • Platinum Investment Management first reported a position in Duke Energy in Q3 2023 and held it in 2 quarters.
  • Platinum Investment Management's Duke Energy position peaked at $88.2K in Q4 2023.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Platinum Investment Management's 13F filing for Q1 2024, filed 13 May 2024.