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SYSTM Wealth Solutions’s Duke Energy DUK Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-2,317
Closed -$232K – 255
2024
Q2 		$232K Sell
2,317
-8,680
-79% -$868K 0.05% 182
2024
Q1 		$1.06M Buy
10,997
+1,261
+13% +$120K 0.13% 185
2023
Q4 		$945K Buy
9,736
+4,996
+105% +$454K 0.13% 203
2023
Q3 		$418K Sell
4,740
-2,413
-34% -$221K 0.06% 307
2023
Q2 		$642K Buy
7,153
+971
+16% +$91.6K 0.09% 280
2023
Q1 		$596K Sell
6,182
-822
-12% -$81.2K 0.09% 273
2022
Q4 		$721K Buy
+7,004
New +$672K 0.09% 277

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

SYSTM Wealth Solutions's DUK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 2,317 shares — an estimated $232K sold.

SYSTM Wealth Solutions first reported a position in DUK in Q4 2022 and held it in 7 quarters. The position peaked at $1.06M in Q1 2024. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,317 Duke Energy shares in Q3 2024, an estimated $232K.
  • SYSTM Wealth Solutions first reported a position in Duke Energy in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Duke Energy position peaked at $1.06M in Q1 2024.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.