WI
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Wintrust Investments’s Duke Energy DUK Stock Holding History

Wintrust Investments’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
Q4 		$144K Buy
1,345
+704
+110% +$79.8K 0.13% 125
2024
Q3 		$73K Sell
641
-5,476
-90% -$609K 0.05% 259
2024
Q2 		$613K Buy
6,117
+256
+4% +$25.6K 0.05% 263
2024
Q1 		$567K Buy
5,861
+81
+1% +$7.68K 0.05% 266
2023
Q4 		$561K Buy
5,780
+919
+19% +$83.6K 0.05% 255
2023
Q3 		$429K Buy
4,861
+1
+0% +$92 0.04% 280
2023
Q2 		$436K Buy
4,860
+25
+0.5% +$2.36K 0.04% 281
2023
Q1 		$466K Buy
4,835
+231
+5% +$22.8K 0.06% 217
2022
Q4 		$474K Buy
4,604
+10
+0.2% +$960 0.06% 221
2022
Q3 		$427K Buy
4,594
+295
+7% +$31.7K 0.05% 245
2022
Q2 		$461K Sell
4,299
-399
-8% -$43.9K 0.06% 238
2022
Q1 		$525K Sell
4,698
-600
-11% -$62.3K 0.05% 246
2021
Q4 		$556K Sell
5,298
-270
-5% -$27.4K 0.05% 247
2021
Q3 		$543K Sell
5,568
-69
-1% -$7.14K 0.07% 172
2021
Q2 		$557K Sell
5,637
-40
-0.7% -$4.02K 0.06% 248
2021
Q1 		$548K Buy
+5,677
New +$518K 0.06% 247
2020
Q4 		– Sell
-4,991
Closed -$442K – 223
2020
Q3 		$442K Buy
4,991
+548
+12% +$45.2K 0.06% 217
2020
Q2 		$355K Sell
4,443
-279
-6% -$23.6K 0.05% 245
2020
Q1 		$382K Buy
4,722
+1,969
+72% +$181K 0.06% 210
2019
Q4 		$251K Sell
2,753
-154
-5% -$14.1K 0.04% 304
2019
Q3 		$279K Hold
2,907
– – 0.04% 295
2019
Q2 		$256K Hold
2,907
– – 0.04% 311
2019
Q1 		$262K Buy
+2,907
New +$256K 0.04% 290
2018
Q3 		– Sell
-2,591
Closed -$205K – 365
2018
Q2 		$205K Buy
+2,591
New +$199K 0.04% 335
2018
Q1 		– Sell
-3,737
Closed -$314K – 270
2017
Q4 		$314K Sell
3,737
-316
-8% -$27.6K 0.07% 222
2017
Q3 		$340K Hold
4,053
– – 0.09% 203
2017
Q2 		$339K Hold
4,053
– – 0.09% 215
2017
Q1 		$332K Buy
+4,053
New +$322K 0.09% 215

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wintrust Investments's DUK Position: Q4 2024 in Review

Wintrust Investments increased its Duke Energy (DUK) stake by 110% in Q4 2024, buying an estimated $79.8K and bringing the position to 1,345 shares worth $144K. The position accounts for 0.13% of the portfolio, ranked #125.

Wintrust Investments first reported a position in DUK in Q1 2017 and has held it in 28 quarters since. The position peaked at $613K in Q2 2024. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Wintrust Investments held 1,345 shares of Duke Energy worth $144K as of Q4 2024.
  • Wintrust Investments bought 704 Duke Energy shares in Q4 2024, an estimated $79.8K.
  • Duke Energy made up 0.13% of Wintrust Investments's portfolio in Q4 2024, its #125 holding.
  • Wintrust Investments first reported a position in Duke Energy in Q1 2017 and has held it in 28 quarters since.
  • Wintrust Investments's Duke Energy position peaked at $613K in Q2 2024.
  • 2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.