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Strategic Equity Management’s Duke Energy DUK Stock Holding History

Strategic Equity Management’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
2023
Q4 		– Sell
-2,557
Closed -$226K – 30
2023
Q3 		$226K Hold
2,557
– – 0.09% 39
2023
Q2 		$229K Hold
2,557
– – 0.08% 37
2023
Q1 		$247K Buy
+2,557
New +$253K 0.09% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Equity Management's DUK Position: Q4 2023 in Review

Strategic Equity Management sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 2,557 shares — an estimated $226K sold.

Strategic Equity Management first reported a position in DUK in Q1 2023 and held it in 3 quarters. The position peaked at $247K in Q1 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Strategic Equity Management reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Strategic Equity Management sold 2,557 Duke Energy shares in Q4 2023, an estimated $226K.
  • Strategic Equity Management first reported a position in Duke Energy in Q1 2023 and held it in 3 quarters.
  • Strategic Equity Management's Duke Energy position peaked at $247K in Q1 2023.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Strategic Equity Management's 13F filing for Q4 2023, filed 7 Feb 2024.