Wilkinson Global Asset Management’s Duke Energy DUK Stock Holding History

Wilkinson Global Asset 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 Q1	–	Sell	-9,000	Closed	-$873K	–	89
2023 Q4	$873K	Hold	9,000	–	–	0.06%	46
2023 Q3	$794K	Hold	9,000	–	–	0.06%	46
2023 Q2	$808K	Hold	9,000	–	–	0.06%	47
2023 Q1	$868K	Hold	9,000	–	–	0.07%	46
2022 Q4	$927K	Hold	9,000	–	–	0.08%	43
2022 Q3	$837K	Hold	9,000	–	–	0.08%	46
2022 Q2	$965K	Hold	9,000	–	–	0.08%	42
2022 Q1	$1M	Hold	9,000	–	–	0.06%	51
2021 Q4	$944K	Hold	9,000	–	–	0.05%	54
2021 Q3	$878K	Hold	9,000	–	–	0.05%	57
2021 Q2	$888K	Hold	9,000	–	–	0.05%	58
2021 Q1	$869K	Buy	+9,000	New	+$821K	0.06%	59

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilkinson Global Asset Management's DUK Position: Q1 2024 in Review

Wilkinson Global Asset Management sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 9,000 shares — an estimated $873K sold.

Wilkinson Global Asset Management first reported a position in DUK in Q1 2021 and held it in 12 quarters. The position peaked at $1M in Q1 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

Wilkinson Global Asset Management reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 9,000 Duke Energy shares in Q1 2024, an estimated $873K.
Wilkinson Global Asset Management first reported a position in Duke Energy in Q1 2021 and held it in 12 quarters.
Wilkinson Global Asset Management's Duke Energy position peaked at $1M in Q1 2022.
1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2024, filed 10 May 2024.