DWA
DUK icon

Delap Wealth Advisory’s Duke Energy DUK Stock Holding History

Delap Wealth Advisory’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
-2,442
Closed -$236K – 174
2024
Q1 		$236K Buy
+2,442
New +$232K 0.1% 211

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

Delap Wealth Advisory's DUK Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 2,442 shares — an estimated $236K sold.

Delap Wealth Advisory first reported a position in DUK in Q1 2024 and held it in 1 quarter. The position peaked at $236K in Q1 2024. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,442 Duke Energy shares in Q2 2024, an estimated $236K.
  • Delap Wealth Advisory first reported a position in Duke Energy in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Duke Energy position peaked at $236K in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.