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BBR Partners’s Duke Energy DUK Stock Holding History

BBR Partners’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
Q2 		– Sell
-3,126
Closed -$302K – 232
2024
Q1 		$302K Buy
+3,126
New +$297K 0.02% 193
2022
Q3 		– Sell
-2,325
Closed -$249K – 192
2022
Q2 		$249K Buy
+2,325
New +$256K 0.03% 185

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBR Partners's DUK Position: Q2 2024 in Review

BBR Partners sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 3,126 shares — an estimated $302K sold.

BBR Partners first reported a position in DUK in Q2 2022 and held it in 2 quarters. The position peaked at $302K in Q1 2024. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • BBR Partners reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
  • BBR Partners sold 3,126 Duke Energy shares in Q2 2024, an estimated $302K.
  • BBR Partners first reported a position in Duke Energy in Q2 2022 and held it in 2 quarters.
  • BBR Partners's Duke Energy position peaked at $302K in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on BBR Partners's 13F filing for Q2 2024, filed 5 Aug 2024.