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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 $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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return