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Security National Bank’s Duke Energy DUK Stock Holding History

Security National 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
Q1 		– Sell
-1,116
Closed -$108K – 291
2023
Q4 		$108K Buy
+1,116
New +$102K 0.02% 141
2022
Q2 		– Sell
-1,836
Closed -$205K – 101
2022
Q1 		$205K Buy
+1,836
New +$191K 0.05% 103

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

Security National Bank's DUK Position: Q1 2024 in Review

Security National Bank sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 1,116 shares — an estimated $108K sold.

Security National Bank first reported a position in DUK in Q1 2022 and held it in 2 quarters. The position peaked at $205K in Q1 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Security National Bank reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Security National Bank sold 1,116 Duke Energy shares in Q1 2024, an estimated $108K.
  • Security National Bank first reported a position in Duke Energy in Q1 2022 and held it in 2 quarters.
  • Security National Bank's Duke Energy position peaked at $205K in Q1 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.