William Harnisch’s Duke Energy DUK Stock Holding History

William Harnisch’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	-200,000	Closed	-$20M	–	9
2024 Q2	$20M	Buy	+200,000	New	+$20M	0.86%	8

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

William Harnisch's DUK Position: Q3 2024 in Review

William Harnisch sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 200,000 shares — an estimated $20M sold.

William Harnisch first reported a position in DUK in Q2 2024 and held it in 1 quarter. The position peaked at $20M in Q2 2024. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

William Harnisch reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
William Harnisch sold 200,000 Duke Energy shares in Q3 2024, an estimated $20M.
William Harnisch first reported a position in Duke Energy in Q2 2024 and held it in 1 quarter.
William Harnisch's Duke Energy position peaked at $20M in Q2 2024.
2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Peconic Partners's 13F filing for Q3 2024, filed 14 Nov 2024.