Your Advocates Ltd’s Duke Energy DUK Stock Holding History

Your Advocates Ltd’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	–	Sell	-24	Closed	-$2.77K	–	217
2024 Q3	$2.77K	Hold	24	–	–	﹤0.01%	172
2024 Q2	$2.41K	Hold	24	–	–	﹤0.01%	174
2024 Q1	$2.32K	Hold	24	–	–	﹤0.01%	171
2023 Q4	$2.33K	Hold	24	–	–	﹤0.01%	166
2023 Q3	$2.12K	Sell	24 -120	-83%	-$11K	﹤0.01%	193
2023 Q2	$12.9K	Buy	144 +120	+500%	+$11.3K	0.01%	117
2023 Q1	$2.31K	Hold	24	–	–	﹤0.01%	168
2022 Q4	$2.47K	Hold	24	–	–	﹤0.01%	149
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	145
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	138
2022 Q1	$3K	Hold	24	–	–	﹤0.01%	155
2021 Q4	$3K	Hold	24	–	–	﹤0.01%	148
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	169
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	126
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	122
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	126
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	121
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	129
2020 Q1	$2K	Buy	+24	New	+$2.2K	﹤0.01%	106

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Your Advocates Ltd's DUK Position: Q4 2024 in Review

Your Advocates Ltd sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 24 shares — an estimated $2.77K sold.

Your Advocates Ltd first reported a position in DUK in Q1 2020 and held it in 19 quarters. The position peaked at $12.9K in Q2 2023. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Your Advocates Ltd reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
Your Advocates Ltd sold 24 Duke Energy shares in Q4 2024, an estimated $2.77K.
Your Advocates Ltd first reported a position in Duke Energy in Q1 2020 and held it in 19 quarters.
Your Advocates Ltd's Duke Energy position peaked at $12.9K in Q2 2023.
2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.