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SpiderRock Advisors’s Duke Energy DUK Stock Holding History

SpiderRock 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
Q3 		$1.79M Buy
15,530
+1,842
+13% +$205K 0.03% 346
2024
Q2 		$1.37M Sell
13,688
-7,530
-35% -$753K 0.03% 356
2024
Q1 		$2.01M Buy
+21,218
New +$2.01M 0.05% 260
2017
Q2 		– Hold
0
– – – 219

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SpiderRock Advisors's DUK Position: Q3 2024 in Review

SpiderRock Advisors increased its Duke Energy (DUK) stake by 13% in Q3 2024, buying an estimated $205K and bringing the position to 15,530 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #346.

SpiderRock Advisors first reported a position in DUK in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.01M in Q1 2024. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • SpiderRock Advisors held 15,530 shares of Duke Energy worth $1.79M as of Q3 2024.
  • SpiderRock Advisors bought 1,842 Duke Energy shares in Q3 2024, an estimated $205K.
  • Duke Energy made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #346 holding.
  • SpiderRock Advisors first reported a position in Duke Energy in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Duke Energy position peaked at $2.01M in Q1 2024.
  • 2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.