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Tennessee Valley Asset Management Partners’s Duke Energy DUK Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-251
Closed -$24.4K – 288
2023
Q4 		$24.4K Buy
+251
New +$22.8K ﹤0.01% 317

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Capital Research Global Investors
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's DUK Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 251 shares — an estimated $24.4K sold.

Tennessee Valley Asset Management Partners first reported a position in DUK in Q4 2023 and held it in 1 quarter. The position peaked at $24.4K in Q4 2023. 1,913 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 251 Duke Energy shares in Q1 2024, an estimated $24.4K.
  • Tennessee Valley Asset Management Partners first reported a position in Duke Energy in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Duke Energy position peaked at $24.4K in Q4 2023.
  • 1,913 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.