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Financial Partners Group (Kansas)’s Duke Energy DUK Stock Holding History

Financial Partners Group (Kansas)’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
2023
Q3 		– Sell
-5,158
Closed -$461K – 164
2023
Q2 		$461K Buy
5,158
+2
+0% +$189 0.09% 95
2023
Q1 		$497K Buy
5,156
+2
+0% +$198 0.11% 86
2022
Q4 		$516K Buy
5,154
+2
+0% +$192 0.11% 85
2022
Q3 		$479K Buy
5,152
+2
+0% +$215 0.13% 85
2022
Q2 		$552K Sell
5,150
-187
-4% -$20.6K 0.14% 77
2022
Q1 		$596K Buy
5,337
+450
+9% +$46.7K 0.13% 87
2021
Q4 		$513K Buy
4,887
+155
+3% +$15.7K 0.11% 97
2021
Q3 		$462K Buy
4,732
+2
+0% +$207 0.11% 94
2021
Q2 		$467K Buy
4,730
+3
+0.1% +$301 0.12% 87
2021
Q1 		$456K Buy
4,727
+3
+0.1% +$274 0.13% 84
2020
Q4 		$426K Buy
+4,724
New +$437K 0.13% 76

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Partners Group (Kansas)'s DUK Position: Q3 2023 in Review

Financial Partners Group (Kansas) sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 5,158 shares — an estimated $461K sold.

Financial Partners Group (Kansas) first reported a position in DUK in Q4 2020 and held it in 11 quarters. The position peaked at $596K in Q1 2022. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Financial Partners Group (Kansas) reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 5,158 Duke Energy shares in Q3 2023, an estimated $461K.
  • Financial Partners Group (Kansas) first reported a position in Duke Energy in Q4 2020 and held it in 11 quarters.
  • Financial Partners Group (Kansas)'s Duke Energy position peaked at $596K in Q1 2022.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2023, filed 13 Nov 2023.