Twin Tree Management
DUK icon

Twin Tree Management’s Duke Energy DUK Stock Holding History

Twin Tree 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
Q2 		– Sell
-468
Closed -$46.8K – 1414
2024
Q1 		$45.3K Buy
+468
New +$44.4K ﹤0.01% 1180
2022
Q2 		– Sell
-224,774
Closed -$24.7M – 1571
2022
Q1 		$25.1M Buy
224,774
+96,479
+75% +$10M 0.04% 397
2021
Q4 		$13.5M Buy
128,295
+105,515
+463% +$10.7M 0.03% 531
2021
Q3 		$2.22M Buy
+22,780
New +$2.36M ﹤0.01% 1009
2020
Q1 		– Sell
-4,005
Closed -$368K – 1412
2019
Q4 		$365K Buy
+4,005
New +$367K ﹤0.01% 981
2016
Q4 		– Sell
-3,856
Closed -$295K – 1213
2016
Q3 		$309K Buy
+3,856
New +$319K ﹤0.01% 892
2015
Q4 		– Sell
-9,106
Closed -$640K – 1430
2015
Q3 		$655K Buy
9,106
+7,637
+520% +$553K 0.02% 679
2015
Q2 		$104K Buy
+1,469
New +$111K ﹤0.01% 1157

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Twin Tree Management's DUK Position: Q2 2024 in Review

Twin Tree Management sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 468 shares — an estimated $46.8K sold.

Twin Tree Management first reported a position in DUK in Q2 2015 and held it in 8 quarters. The position peaked at $25.1M in Q1 2022. 1,976 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Twin Tree Management reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
  • Twin Tree Management sold 468 Duke Energy shares in Q2 2024, an estimated $46.8K.
  • Twin Tree Management first reported a position in Duke Energy in Q2 2015 and held it in 8 quarters.
  • Twin Tree Management's Duke Energy position peaked at $25.1M in Q1 2022.
  • 1,976 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Twin Tree Management's 13F filing for Q2 2024, filed 13 Aug 2024.