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Regent Peak Wealth Advisors’s Duke Energy DUK Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-2,194
Closed -$213K – 173
2023
Q4 		$213K Sell
2,194
-102
-4% -$9.28K 0.06% 150
2023
Q3 		$203K Buy
+2,296
New +$211K 0.06% 143
2023
Q2 		– Sell
-2,208
Closed -$213K – 159
2023
Q1 		$213K Buy
2,208
+112
+5% +$11.1K 0.07% 145
2022
Q4 		$216K Sell
2,096
-1,240
-37% -$119K 0.07% 148
2022
Q3 		$310K Buy
3,336
+272
+9% +$29.2K 0.11% 111
2022
Q2 		$328K Buy
3,064
+43
+1% +$4.73K 0.11% 111
2022
Q1 		$337K Buy
3,021
+63
+2% +$6.54K 0.1% 117
2021
Q4 		$310K Buy
2,958
+43
+1% +$4.36K 0.08% 127
2021
Q3 		$284K Buy
2,915
+23
+0.8% +$2.38K 0.08% 133
2021
Q2 		$304K Buy
2,892
+242
+9% +$24.3K 0.09% 127
2021
Q1 		$255K Buy
2,650
+63
+2% +$5.75K 0.08% 131
2020
Q4 		$237K Buy
2,587
+79
+3% +$7.31K 0.08% 128
2020
Q3 		$222K Buy
+2,508
New +$207K 0.09% 115

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's DUK Position: Q1 2024 in Review

Regent Peak Wealth Advisors sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 2,194 shares — an estimated $213K sold.

Regent Peak Wealth Advisors first reported a position in DUK in Q3 2020 and held it in 13 quarters. The position peaked at $337K in Q1 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Regent Peak Wealth Advisors reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,194 Duke Energy shares in Q1 2024, an estimated $213K.
  • Regent Peak Wealth Advisors first reported a position in Duke Energy in Q3 2020 and held it in 13 quarters.
  • Regent Peak Wealth Advisors's Duke Energy position peaked at $337K in Q1 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.