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Renasant Bank’s Duke Energy DUK Stock Holding History

Renasant Bank’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
-1,737
Closed -$200K – 173
2024
Q3 		$200K Sell
1,737
-613
-26% -$68.2K 0.13% 169
2024
Q2 		$236K Sell
2,350
-1,435
-38% -$144K 0.16% 139
2024
Q1 		$366K Sell
3,785
-4
-0.1% -$379 0.26% 114
2023
Q4 		$368K Buy
3,789
+132
+4% +$12K 0.29% 106
2023
Q3 		$323K Buy
3,657
+17
+0.5% +$1.56K 0.27% 115
2023
Q2 		$327K Sell
3,640
-667
-15% -$63K 0.27% 119
2023
Q1 		$415K Sell
4,307
-105
-2% -$10.4K 0.32% 101
2022
Q4 		$454K Buy
4,412
+175
+4% +$16.8K 0.34% 98
2022
Q3 		$394K Sell
4,237
-90
-2% -$9.67K 0.35% 96
2022
Q2 		$464K Sell
4,327
-132
-3% -$14.5K 0.38% 85
2022
Q1 		$498K Buy
4,459
+118
+3% +$12.3K 0.34% 96
2021
Q4 		$455K Buy
4,341
+909
+26% +$92.2K 0.31% 106
2021
Q3 		$335K Sell
3,432
-56
-2% -$5.8K 0.27% 120
2021
Q2 		$345K Buy
3,488
+12
+0.3% +$1.21K 0.26% 122
2021
Q1 		$335K Sell
3,476
-514
-13% -$46.9K 0.27% 115
2020
Q4 		$365K Buy
+3,990
New +$369K 0.3% 111

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

Renasant Bank's DUK Position: Q4 2024 in Review

Renasant Bank sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 1,737 shares — an estimated $200K sold.

Renasant Bank first reported a position in DUK in Q4 2020 and held it in 16 quarters. The position peaked at $498K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Renasant Bank reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Renasant Bank sold 1,737 Duke Energy shares in Q4 2024, an estimated $200K.
  • Renasant Bank first reported a position in Duke Energy in Q4 2020 and held it in 16 quarters.
  • Renasant Bank's Duke Energy position peaked at $498K in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Renasant Bank's 13F filing for Q4 2024, filed 10 Feb 2025.