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Rational Advisors’s Duke Energy DUK Stock Holding History

Rational Advisors’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
-391
Closed -$45.1K – 127
2024
Q3 		$45.1K Sell
391
-56
-13% -$6.23K ﹤0.01% 130
2024
Q2 		$44.8K Sell
447
-25
-5% -$2.5K ﹤0.01% 159
2024
Q1 		$45.6K Hold
472
– – ﹤0.01% 189
2023
Q4 		$45.8K Hold
472
– – ﹤0.01% 165
2023
Q3 		$41.7K Sell
472
-1,903
-80% -$174K ﹤0.01% 178
2023
Q2 		$213K Buy
+2,375
New +$224K 0.02% 127
2020
Q4 		– Sell
-88
Closed -$8K – 315
2020
Q3 		$8K Sell
88
-342
-80% -$28.2K ﹤0.01% 305
2020
Q2 		$34K Buy
+430
New +$36.3K 0.02% 215
2020
Q1 		– Sell
-362
Closed -$33K – 260
2019
Q4 		$33K Sell
362
-706
-66% -$64.7K 0.02% 387
2019
Q3 		$102K Buy
1,068
+369
+53% +$33.6K 0.04% 292
2019
Q2 		$62K Buy
699
+436
+166% +$38.5K 0.02% 318
2019
Q1 		$24K Sell
263
-37,153
-99% -$3.28M 0.01% 372
2018
Q4 		$3.23M Buy
37,416
+37,364
+71,854% +$3.18M 1.01% 24
2018
Q3 		$4K Sell
52
-143
-73% -$11.6K ﹤0.01% 437
2018
Q2 		$15K Sell
195
-287
-60% -$22.1K 0.01% 345
2018
Q1 		$37K Buy
+482
New +$37.3K 0.02% 292

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

Rational Advisors's DUK Position: Q4 2024 in Review

Rational Advisors sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 391 shares — an estimated $45.1K sold.

Rational Advisors first reported a position in DUK in Q1 2018 and held it in 16 quarters. The position peaked at $3.23M in Q4 2018. 2,203 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Rational Advisors reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Rational Advisors sold 391 Duke Energy shares in Q4 2024, an estimated $45.1K.
  • Rational Advisors first reported a position in Duke Energy in Q1 2018 and held it in 16 quarters.
  • Rational Advisors's Duke Energy position peaked at $3.23M in Q4 2018.
  • 2,203 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.