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Cook Wealth’s Duke Energy DUK Stock Holding History

Cook 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
Q1 		– Sell
-2,515
Closed -$238K – 57
2023
Q4 		$238K Sell
2,515
-150
-6% -$13.6K 0.15% 45
2023
Q3 		$238K Hold
2,665
– – 0.18% 44
2023
Q2 		$252K Sell
2,665
-1
-0% -$94 0.19% 33
2023
Q1 		$265K Buy
2,666
+101
+4% +$9.98K 0.23% 30
2022
Q4 		$264K Buy
2,565
+50
+2% +$4.8K 0.25% 29
2022
Q3 		$229K Hold
2,515
– – 0.25% 32
2022
Q2 		$274K Buy
+2,515
New +$277K 0.28% 32

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return