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Buckingham Strategic Wealth’s Duke Energy DUK Stock Holding History

Buckingham Strategic Wealth’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 		$1.75M Buy
17,454
+427
+3% +$42.7K 0.02% 253
2024
Q1 		$1.65M Buy
17,027
+13
+0.1% +$1.23K 0.02% 265
2023
Q4 		$1.65M Buy
17,014
+2,047
+14% +$186K 0.02% 258
2023
Q3 		$1.32M Sell
14,967
-3,899
-21% -$357K 0.02% 259
2023
Q2 		$1.69M Buy
18,866
+2,332
+14% +$220K 0.02% 230
2023
Q1 		$1.7M Hold
16,534
– – 0.03% 198
2022
Q4 		$1.7M Buy
16,534
+2,055
+14% +$197K 0.03% 199
2022
Q3 		$1.35M Sell
14,479
-3,000
-17% -$322K 0.03% 221
2022
Q2 		$1.87M Buy
17,479
+1,863
+12% +$205K 0.04% 181
2022
Q1 		$1.74M Sell
15,616
-405
-3% -$42.1K 0.03% 198
2021
Q4 		$1.68M Buy
16,021
+312
+2% +$31.6K 0.03% 205
2021
Q3 		$1.53M Buy
15,709
+1,191
+8% +$123K 0.03% 208
2021
Q2 		$1.43M Buy
14,518
+6,342
+78% +$637K 0.03% 216
2021
Q1 		$789K Sell
8,176
-524
-6% -$47.8K 0.04% 260
2020
Q4 		$797K Buy
8,700
+382
+5% +$35.3K 0.04% 247
2020
Q3 		$737K Buy
8,318
+1,134
+16% +$93.5K 0.06% 213
2020
Q2 		$574K Sell
7,184
-873
-11% -$73.8K 0.05% 198
2020
Q1 		$652K Buy
8,057
+343
+4% +$31.5K 0.06% 225
2019
Q4 		$704K Buy
7,714
+2,003
+35% +$184K 0.07% 200
2019
Q3 		$547K Sell
5,711
-1,302
-19% -$118K 0.06% 217
2019
Q2 		$619K Buy
7,013
+1,195
+21% +$106K 0.07% 211
2019
Q1 		$524K Sell
5,818
-541
-9% -$47.7K 0.07% 214
2018
Q4 		$549K Sell
6,359
-133
-2% -$11.3K 0.08% 172
2018
Q3 		$520K Sell
6,492
-311
-5% -$25.1K 0.08% 188
2018
Q2 		$538K Buy
6,803
+568
+9% +$43.7K 0.09% 170
2018
Q1 		$483K Sell
6,235
-478
-7% -$36.9K 0.09% 171
2017
Q4 		$565K Buy
6,713
+1,246
+23% +$109K 0.12% 155
2017
Q3 		$459K Sell
5,467
-486
-8% -$41.6K 0.11% 168
2017
Q2 		$498K Buy
5,953
+977
+20% +$82.1K 0.12% 159
2017
Q1 		$408K Buy
4,976
+500
+11% +$39.7K 0.12% 157
2016
Q4 		$347K Buy
4,476
+503
+13% +$38.5K 0.11% 148
2016
Q3 		$318K Sell
3,973
-2
-0.1% -$166 0.11% 148
2016
Q2 		$341K Buy
3,975
+288
+8% +$23K 0.12% 144
2016
Q1 		$297K Buy
3,687
+473
+15% +$35.8K 0.1% 150
2015
Q4 		$229K Sell
3,214
-105
-3% -$7.38K 0.08% 171
2015
Q3 		$239K Buy
3,319
+51
+2% +$3.69K 0.08% 163
2015
Q2 		$231K Buy
3,268
+122
+4% +$9.22K 0.08% 192
2015
Q1 		$242K Sell
3,146
-55
-2% -$4.46K 0.09% 177
2014
Q4 		$267K Buy
+3,201
New +$258K 0.1% 149

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Buckingham Strategic Wealth's DUK Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Duke Energy (DUK) stake by 2.5% in Q2 2024, buying an estimated $42.7K and bringing the position to 17,454 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #253.

Buckingham Strategic Wealth first reported a position in DUK in Q4 2014 and has held it in 39 quarters since. The position peaked at $1.87M in Q2 2022. 1,976 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Buckingham Strategic Wealth held 17,454 shares of Duke Energy worth $1.75M as of Q2 2024.
  • Buckingham Strategic Wealth bought 427 Duke Energy shares in Q2 2024, an estimated $42.7K.
  • Duke Energy made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #253 holding.
  • Buckingham Strategic Wealth first reported a position in Duke Energy in Q4 2014 and has held it in 39 quarters since.
  • Buckingham Strategic Wealth's Duke Energy position peaked at $1.87M in Q2 2022.
  • 1,976 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.