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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	–	-$68	–	182
2023 Q3	–	Hold	–	–	–	160
2023 Q2	–	Hold	–	–	–	150
2023 Q1	–	Hold	–	–	–	144
2022 Q4	–	Hold	–	–	–	139
2022 Q3	–	Hold	–	–	–	143
2022 Q2	–	Hold	–	–	–	125
2022 Q1	–	Hold	–	–	–	120
2021 Q4	–	Hold	–	–	–	101
2021 Q3	–	Hold	–	–	–	108
2021 Q2	–	Hold	–	–	–	118
2021 Q1	–	Hold	–	–	–	126
2020 Q4	–	Hold	–	–	–	124
2020 Q3	–	Hold	–	–	–	100
2020 Q2	–	Hold	–	–	–	107
2020 Q1	–	Hold	–	–	–	86
2019 Q4	–	Hold	–	–	–	94
2017 Q4	–	Hold	–	-$1K	–	127
2017 Q3	–	Hold	–	–	–	656
2017 Q2	–	Hold	–	–	–	562
2017 Q1	–	Hold	–	–	–	1053

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.