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Readystate Asset Management’s Duke Energy DUK Stock Holding History

Readystate Asset 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
Q3 		– Sell
-6,988
Closed -$700K – 616
2024
Q2 		$700K Buy
6,988
+3,879
+125% +$388K 0.02% 415
2024
Q1 		$301K Sell
3,109
-5,858
-65% -$556K ﹤0.01% 850
2023
Q4 		$870K Buy
+8,967
New +$816K 0.03% 407

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Readystate Asset Management's DUK Position: Q3 2024 in Review

Readystate Asset Management sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 6,988 shares — an estimated $700K sold.

Readystate Asset Management first reported a position in DUK in Q4 2023 and held it in 3 quarters. The position peaked at $870K in Q4 2023. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Readystate Asset Management reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Readystate Asset Management sold 6,988 Duke Energy shares in Q3 2024, an estimated $700K.
  • Readystate Asset Management first reported a position in Duke Energy in Q4 2023 and held it in 3 quarters.
  • Readystate Asset Management's Duke Energy position peaked at $870K in Q4 2023.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Readystate Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.