Blue Chip Partners’s Duke Energy DUK Stock Holding History

Blue Chip 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 Q3	–	Sell	-1,000	Closed	-$100K	–	202
2024 Q2	$100K	Buy	+1,000	New	+$100K	0.01%	188
2024 Q1	–	Sell	-1,096	Closed	-$106K	–	193
2023 Q4	$106K	Buy	+1,096	New	+$99.7K	0.01%	173
2020 Q3	–	Sell	-2,574	Closed	-$206K	–	135
2020 Q2	$206K	Buy	2,574 +23	+0.9%	+$1.94K	0.04%	99
2020 Q1	$206K	Buy	+2,551	New	+$234K	0.05%	92

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

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

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

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

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

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

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

Blue Chip Partners's DUK Position: Q3 2024 in Review

Blue Chip Partners sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 1,000 shares — an estimated $100K sold.

Blue Chip Partners first reported a position in DUK in Q1 2020 and held it in 4 quarters. The position peaked at $206K in Q2 2020. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

Blue Chip Partners reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
Blue Chip Partners sold 1,000 Duke Energy shares in Q3 2024, an estimated $100K.
Blue Chip Partners first reported a position in Duke Energy in Q1 2020 and held it in 4 quarters.
Blue Chip Partners's Duke Energy position peaked at $206K in Q2 2020.
2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Blue Chip Partners's 13F filing for Q3 2024, filed 4 Nov 2024.