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Reston Wealth Management’s Duke Energy DUK Stock Holding History

Reston Wealth 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
Q4 		– Sell
-327
Closed -$37.7K – 162
2024
Q3 		$37.7K Buy
+327
New +$36.4K 0.01% 150
2020
Q2 		– Sell
-4,018
Closed -$325K – 43
2020
Q1 		$325K Buy
+4,018
New +$369K 0.26% 31

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

Reston Wealth Management's DUK Position: Q4 2024 in Review

Reston Wealth Management sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 327 shares — an estimated $37.7K sold.

Reston Wealth Management first reported a position in DUK in Q1 2020 and held it in 2 quarters. The position peaked at $325K in Q1 2020. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Reston Wealth Management reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 327 Duke Energy shares in Q4 2024, an estimated $37.7K.
  • Reston Wealth Management first reported a position in Duke Energy in Q1 2020 and held it in 2 quarters.
  • Reston Wealth Management's Duke Energy position peaked at $325K in Q1 2020.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.