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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
2017
Q3 		– Hold
0
– -$3K – 764
2017
Q2 		– Hold
0
– – – 702
2017
Q1 		– Hold
0
– – – 734

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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. 2,068 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.
  • 2,068 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.