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Psagot Value Holdings’s Duke Energy DUK Stock Holding History

Psagot Value Holdings’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
2023
Q4 		– Sell
-2
Closed – – 549
2023
Q3 		$0 Hold
2
– – ﹤0.01% 536
2023
Q2 		$0 Sell
2
-3
-60% -$283 ﹤0.01% 565
2023
Q1 		$0 Buy
+5
New +$494 ﹤0.01% 519
2019
Q1 		– Sell
-1,090
Closed -$94K – 449
2018
Q4 		$94K Sell
1,090
-605
-36% -$51.5K ﹤0.01% 321
2018
Q3 		$136K Buy
1,695
+1,590
+1,514% +$129K 0.01% 234
2018
Q2 		$8K Hold
105
– – ﹤0.01% 316
2018
Q1 		$8K Buy
+105
New +$8.12K ﹤0.01% 314

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Psagot Value Holdings's DUK Position: Q4 2023 in Review

Psagot Value Holdings sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 2 shares.

Psagot Value Holdings first reported a position in DUK in Q1 2018 and held it in 7 quarters. The position peaked at $136K in Q3 2018. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Psagot Value Holdings reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 2 Duke Energy shares in Q4 2023.
  • Psagot Value Holdings first reported a position in Duke Energy in Q1 2018 and held it in 7 quarters.
  • Psagot Value Holdings's Duke Energy position peaked at $136K in Q3 2018.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.