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Coppell Advisory Solutions Corp’s Duke Energy DUK Stock Holding History

Coppell Advisory Solutions Corp’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 		$361K Buy
+3,736
New +$354K 0.07% 179
2023
Q1 		– Sell
-510
Closed -$52.5K – 437
2022
Q4 		$52.5K Buy
+510
New +$49K 0.02% 290

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
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 $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions Corp's DUK Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Duke Energy (DUK) in Q1 2024: 3,736 shares worth $361K. The stake represents 0.07% of the portfolio and ranks #179 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DUK as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in DUK in Q4 2022 and has held it in 2 quarters since. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Coppell Advisory Solutions Corp held 3,736 shares of Duke Energy worth $361K as of Q1 2024.
  • Duke Energy was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Duke Energy made up 0.07% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #179 holding.
  • Coppell Advisory Solutions Corp first reported a position in Duke Energy in Q4 2022 and has held it in 2 quarters since.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.