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Sugarloaf Wealth Management’s Duke Energy DUK Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$184K Sell
1,712
-132
-7% -$15K 0.03% 171
2024
Q3 		$213K Sell
1,844
-34
-2% -$3.78K 0.04% 160
2024
Q2 		$188K Sell
1,878
-558
-23% -$55.8K 0.04% 151
2024
Q1 		$236K Sell
2,436
-390
-14% -$37K 0.05% 130
2023
Q4 		$274K Buy
2,826
+344
+14% +$31.3K 0.07% 108
2023
Q3 		$219K Buy
2,482
+5
+0.2% +$458 0.06% 115
2023
Q2 		$222K Sell
2,477
-93
-4% -$8.78K 0.05% 119
2023
Q1 		$248K Buy
2,570
+5
+0.2% +$494 0.06% 116
2022
Q4 		$264K Sell
2,565
-2,754
-52% -$264K 0.07% 107
2022
Q3 		$495K Sell
5,319
-209
-4% -$22.4K 0.13% 80
2022
Q2 		$593K Buy
5,528
+27
+0.5% +$2.97K 0.15% 65
2022
Q1 		$614K Buy
5,501
+24
+0.4% +$2.49K 0.15% 62
2021
Q4 		$575K Buy
5,477
+25
+0.5% +$2.53K 0.14% 65
2021
Q3 		$532K Buy
5,452
+775
+17% +$80.2K 0.14% 63
2021
Q2 		$462K Buy
4,677
+20
+0.4% +$2.01K 0.13% 73
2021
Q1 		$450 Sell
4,657
-223
-5% -$20.4K 0.13% 72
2020
Q4 		$447K Buy
4,880
+2,066
+73% +$191K 0.15% 71
2020
Q3 		$249K Buy
2,814
+3
+0.1% +$247 0.09% 91
2020
Q2 		$225K Sell
2,811
-14
-0.5% -$1.18K 0.09% 99
2020
Q1 		$228K Sell
2,825
-134
-5% -$12.3K 0.1% 94
2019
Q4 		$270K Buy
+2,959
New +$271K 0.11% 103

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

Sugarloaf Wealth Management's DUK Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Duke Energy (DUK) stake by 7.2% in Q4 2024, selling an estimated $15K and leaving 1,712 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #171.

Sugarloaf Wealth Management first reported a position in DUK in Q4 2019 and has held it in 21 quarters since. The position peaked at $614K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Sugarloaf Wealth Management held 1,712 shares of Duke Energy worth $184K as of Q4 2024.
  • Sugarloaf Wealth Management sold 132 Duke Energy shares in Q4 2024, an estimated $15K.
  • Duke Energy made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #171 holding.
  • Sugarloaf Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Duke Energy position peaked at $614K in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.