United Fire Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.94M | Hold |
20,000
| – | – | 3.53% | 13 |
|
|
2023
Q3 | $1.77M | Sell |
20,000
-20,000
| -50% | -$1.83M | 3.45% | 14 |
|
|
2023
Q2 | $3.59M | Hold |
40,000
| – | – | 2.77% | 15 |
|
|
2023
Q1 | $3.86M | Hold |
40,000
| – | – | 2.42% | 18 |
|
|
2022
Q4 | $4.12M | Hold |
40,000
| – | – | 2.44% | 21 |
|
|
2022
Q3 | $3.72M | Hold |
40,000
| – | – | 2.49% | 18 |
|
|
2022
Q2 | $4.29M | Sell |
40,000
-20,000
| -33% | -$2.2M | 2.63% | 19 |
|
|
2022
Q1 | $6.7M | Sell |
60,000
-6,056
| -9% | -$629K | 3.45% | 6 |
|
|
2021
Q4 | $6.93M | Hold |
66,056
| – | – | 3.26% | 7 |
|
|
2021
Q3 | $6.45M | Hold |
66,056
| – | – | 3.22% | 5 |
|
|
2021
Q2 | $6.52M | Hold |
66,056
| – | – | 3.32% | 5 |
|
|
2021
Q1 | $6.38M | Hold |
66,056
| – | – | 3.31% | 10 |
|
|
2020
Q4 | $6.05M | Hold |
66,056
| – | – | 2.93% | 9 |
|
|
2020
Q3 | $5.85M | Hold |
66,056
| – | – | 2.95% | 9 |
|
|
2020
Q2 | $5.28M | Hold |
66,056
| – | – | 2.55% | 12 |
|
|
2020
Q1 | $5.34M | Hold |
66,056
| – | – | 2.59% | 9 |
|
|
2019
Q4 | $6.03M | Hold |
66,056
| – | – | 2.03% | 11 |
|
|
2019
Q3 | $6.33M | Hold |
66,056
| – | – | 2.17% | 11 |
|
|
2019
Q2 | $5.83M | Hold |
66,056
| – | – | 2.07% | 11 |
|
|
2019
Q1 | $5.95M | Hold |
66,056
| – | – | 2.21% | 11 |
|
|
2018
Q4 | $5.7M | Hold |
66,056
| – | – | 2.32% | 10 |
|
|
2018
Q3 | $5.29M | Hold |
66,056
| – | – | 1.93% | 12 |
|
|
2018
Q2 | $5.22M | Hold |
66,056
| – | – | 2.02% | 13 |
|
|
2018
Q1 | $5.12M | Hold |
66,056
| – | – | 1.83% | 13 |
|
|
2017
Q4 | $5.56M | Hold |
66,056
| – | – | 1.81% | 14 |
|
|
2017
Q3 | $5.54M | Hold |
66,056
| – | – | 1.87% | 13 |
|
|
2017
Q2 | $5.52M | Hold |
66,056
| – | – | 1.96% | 13 |
|
|
2017
Q1 | $5.42M | Hold |
66,056
| – | – | 1.96% | 13 |
|
|
2016
Q4 | $5.13M | Hold |
66,056
| – | – | 1.89% | 13 |
|
|
2016
Q3 | $5.29M | Hold |
66,056
| – | – | 2.1% | 13 |
|
|
2016
Q2 | $5.67M | Hold |
66,056
| – | – | 2.27% | 13 |
|
|
2016
Q1 | $5.33M | Hold |
66,056
| – | – | 2.24% | 13 |
|
|
2015
Q4 | $4.72M | Hold |
66,056
| – | – | 2% | 14 |
|
|
2015
Q3 | $4.75M | Hold |
66,056
| – | – | 2.14% | 13 |
|
|
2015
Q2 | $4.67M | Hold |
66,056
| – | – | 1.95% | 13 |
|
|
2015
Q1 | $5.07M | Hold |
66,056
| – | – | 2.13% | 13 |
|
|
2014
Q4 | $5.52M | Hold |
66,056
| – | – | 2.29% | 13 |
|
|
2014
Q3 | $4.94M | Hold |
66,056
| – | – | 2.16% | 13 |
|
|
2014
Q2 | $4.9M | Hold |
66,056
| – | – | 2.12% | 13 |
|
|
2014
Q1 | $4.71M | Hold |
66,056
| – | – | 2.08% | 13 |
|
|
2013
Q4 | $4.56M | Hold |
66,056
| – | – | 2.04% | 13 |
|
|
2013
Q3 | $4.41M | Hold |
66,056
| – | – | 2.2% | 13 |
|
|
2013
Q2 | $4.46M | Buy |
+66,056
| New | +$4.67M | 2.3% | 13 |
|
Other funds holding DUK
United Fire Group's DUK Position: Q4 2023 in Review
United Fire Group held its Duke Energy (DUK) position steady in Q4 2023 at 20,000 shares worth $1.94M. The position accounts for 3.53% of the portfolio, ranked #13.
United Fire Group first reported a position in DUK in Q2 2013 and has held it in 43 quarters since. The position peaked at $6.93M in Q4 2021. 1,906 funds tracked by Wall St. Rank hold DUK as of Q4 2023.
- United Fire Group held 20,000 shares of Duke Energy worth $1.94M as of Q4 2023.
- United Fire Group left its Duke Energy share count unchanged in Q4 2023.
- Duke Energy made up 3.53% of United Fire Group's portfolio in Q4 2023, its #13 holding.
- United Fire Group first reported a position in Duke Energy in Q2 2013 and has held it in 43 quarters since.
- United Fire Group's Duke Energy position peaked at $6.93M in Q4 2021.
- 1,906 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.
Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.