WE
DUK icon

Wealth Effects’s Duke Energy DUK Stock Holding History

Wealth Effects’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
-2,032
Closed -$204K – 220
2024
Q2 		$204K Buy
+2,032
New +$203K 0.07% 188
2023
Q4 		– Sell
-2,315
Closed -$204K – 230
2023
Q3 		$204K Sell
2,315
-325
-12% -$29.8K 0.1% 165
2023
Q2 		$237K Buy
2,640
+1
+0% +$94 0.1% 157
2023
Q1 		$255K Buy
2,639
+1
+0% +$99 0.13% 151
2022
Q4 		$272K Buy
2,638
+66
+3% +$6.34K 0.16% 143
2022
Q3 		$239K Buy
2,572
+1
+0% +$107 0.15% 140
2022
Q2 		$276K Buy
2,571
+1
+0% +$110 0.17% 130
2022
Q1 		$287K Hold
2,570
– – 0.13% 141
2021
Q4 		$270K Buy
+2,570
New +$261K 0.11% 162

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

Wealth Effects's DUK Position: Q3 2024 in Review

Wealth Effects sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 2,032 shares — an estimated $204K sold.

Wealth Effects first reported a position in DUK in Q4 2021 and held it in 9 quarters. The position peaked at $287K in Q1 2022. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Wealth Effects reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Wealth Effects sold 2,032 Duke Energy shares in Q3 2024, an estimated $204K.
  • Wealth Effects first reported a position in Duke Energy in Q4 2021 and held it in 9 quarters.
  • Wealth Effects's Duke Energy position peaked at $287K in Q1 2022.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Wealth Effects's 13F filing for Q3 2024, filed 21 Oct 2024.