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Telemus Capital’s Duke Energy DUK Stock Holding History

Telemus Capital’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
2019
Q1 		– Sell
-2,000
Closed -$12K – 430
2018
Q4 		$12K Buy
+2,000
New +$170K ﹤0.01% 415

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

Telemus Capital's DUK Position: Q4 2023 in Review

Telemus Capital reduced its Duke Energy (DUK) stake by 1.8% in Q4 2023, selling an estimated $5.18K and leaving 3,044 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #288.

Telemus Capital first reported a position in DUK in Q3 2013 and has held it in 30 quarters since. The position peaked at $388K in Q1 2022. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Telemus Capital held 3,044 shares of Duke Energy worth $295K as of Q4 2023.
  • Telemus Capital sold 57 Duke Energy shares in Q4 2023, an estimated $5.18K.
  • Duke Energy made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #288 holding.
  • Telemus Capital first reported a position in Duke Energy in Q3 2013 and has held it in 30 quarters since.
  • Telemus Capital's Duke Energy position peaked at $388K in Q1 2022.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.