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Core Wealth Advisors (Florida)’s Duke Energy DUK Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-102
Closed -$9.88K – 106
2024
Q1 		$9.88K Buy
102
+1
+1% +$95 ﹤0.01% 190
2023
Q4 		$9.8K Buy
+101
New +$9.19K ﹤0.01% 186

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DUK Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 102 shares — an estimated $9.88K sold.

Core Wealth Advisors (Florida) first reported a position in DUK in Q4 2023 and held it in 2 quarters. The position peaked at $9.88K in Q1 2024. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 102 Duke Energy shares in Q2 2024, an estimated $9.88K.
  • Core Wealth Advisors (Florida) first reported a position in Duke Energy in Q4 2023 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s Duke Energy position peaked at $9.88K in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.