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Wetzel Investment Advisors’s Duke Energy DUK Stock Holding History

Wetzel Investment Advisors’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
-1,448
Closed -$140K – 325
2024
Q2 		$140K Sell
1,448
-133
-8% -$13.3K 0.08% 148
2024
Q1 		$152K Sell
1,581
-8
-0.5% -$759 0.09% 140
2023
Q4 		$154K Buy
+1,589
New +$145K 0.09% 136

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

Wetzel Investment Advisors's DUK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 1,448 shares — an estimated $140K sold.

Wetzel Investment Advisors first reported a position in DUK in Q4 2023 and held it in 3 quarters. The position peaked at $154K in Q4 2023. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,448 Duke Energy shares in Q3 2024, an estimated $140K.
  • Wetzel Investment Advisors first reported a position in Duke Energy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Duke Energy position peaked at $154K in Q4 2023.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.