PrairieView Partners’s Duke Energy DUK Stock Holding History

PrairieView Partners’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	-5,000	Closed	-$501K	–	371
2024 Q2	$501K	Buy	+5,000	New	+$500K	0.06%	88
2023 Q3	–	Sell	-400	Closed	-$35K	–	402
2023 Q2	$35K	Hold	400	–	–	﹤0.01%	222
2023 Q1	$38K	Hold	400	–	–	0.01%	204
2022 Q4	$41K	Hold	400	–	–	0.01%	207
2022 Q3	$37K	Hold	400	–	–	0.01%	199
2022 Q2	$43K	Hold	400	–	–	0.01%	200
2022 Q1	$45K	Hold	400	–	–	0.01%	208
2021 Q4	$42K	Hold	400	–	–	0.01%	231
2021 Q3	$39K	Hold	400	–	–	0.01%	189
2021 Q2	$39K	Hold	400	–	–	0.01%	189
2021 Q1	$39K	Buy	400 +200	+100%	+$18.3K	0.01%	184
2020 Q4	$18K	Hold	200	–	–	﹤0.01%	212
2020 Q3	$18K	Buy	+200	New	+$16.5K	﹤0.01%	204

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PrairieView Partners's DUK Position: Q3 2024 in Review

PrairieView Partners sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 5,000 shares — an estimated $501K sold.

PrairieView Partners first reported a position in DUK in Q3 2020 and held it in 13 quarters. The position peaked at $501K in Q2 2024. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

PrairieView Partners reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
PrairieView Partners sold 5,000 Duke Energy shares in Q3 2024, an estimated $501K.
PrairieView Partners first reported a position in Duke Energy in Q3 2020 and held it in 13 quarters.
PrairieView Partners's Duke Energy position peaked at $501K in Q2 2024.
2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on PrairieView Partners's 13F filing for Q3 2024, filed 18 Oct 2024.