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South Street Advisors’s Duke Energy DUK Stock Holding History

South Street 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
Q4 		– Sell
-1,937
Closed -$223K – 71
2024
Q3 		$223K Buy
+1,937
New +$216K 0.03% 71
2023
Q1 		– Sell
-1,966
Closed -$202K – 74
2022
Q4 		$202K Buy
+1,966
New +$189K 0.04% 74
2022
Q3 		– Sell
-1,966
Closed -$211K – 72
2022
Q2 		$211K Hold
1,966
– – 0.05% 71
2022
Q1 		$220K Hold
1,966
– – 0.04% 68
2021
Q4 		$206K Buy
+1,966
New +$199K 0.04% 72

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

South Street Advisors's DUK Position: Q4 2024 in Review

South Street Advisors sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 1,937 shares — an estimated $223K sold.

South Street Advisors first reported a position in DUK in Q4 2021 and held it in 5 quarters. The position peaked at $223K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • South Street Advisors reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • South Street Advisors sold 1,937 Duke Energy shares in Q4 2024, an estimated $223K.
  • South Street Advisors first reported a position in Duke Energy in Q4 2021 and held it in 5 quarters.
  • South Street Advisors's Duke Energy position peaked at $223K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on South Street Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.