Brophy Wealth Management’s Duke Energy DUK Stock Holding History

Brophy Wealth Management’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	$421K	Buy	+3,655	New	+$407K	0.15%	145

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

Brophy Wealth Management's DUK Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Duke Energy (DUK) in Q3 2024: 3,655 shares worth $421K. The stake represents 0.15% of the portfolio and ranks #145 among its holdings.

2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

Brophy Wealth Management held 3,655 shares of Duke Energy worth $421K as of Q3 2024.
Duke Energy was a new Brophy Wealth Management position in Q3 2024.
Duke Energy made up 0.15% of Brophy Wealth Management's portfolio in Q3 2024, its #145 holding.
2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.