Financial Synergies Wealth Advisors’s Duke Energy DUK Stock Holding History

Financial Synergies Wealth Advisors’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	-22	Closed	-$2.13K	–	171
2024 Q1	$2.13K	Sell	22 -120	-85%	-$11.4K	﹤0.01%	321
2023 Q4	$14.6K	Hold	142	–	–	﹤0.01%	160
2023 Q3	$12.5K	Hold	142	–	–	﹤0.01%	215
2023 Q2	$12.7K	Sell	142 -68	-32%	-$6.42K	﹤0.01%	209
2023 Q1	$20.3K	Buy	210 +68	+48%	+$6.72K	﹤0.01%	173
2022 Q4	$14.6K	Buy	142 +129	+992%	+$12.4K	﹤0.01%	160
2022 Q3	$1.21K	Hold	13	–	–	﹤0.01%	274
2022 Q2	$1.39K	Buy	+13	New	+$1.43K	﹤0.01%	278

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's DUK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Duke Energy (DUK) in Q2 2024, closing a stake of 22 shares — an estimated $2.13K sold.

Financial Synergies Wealth Advisors first reported a position in DUK in Q2 2022 and held it in 8 quarters. The position peaked at $20.3K in Q1 2023. 1,974 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Duke Energy position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 22 Duke Energy shares in Q2 2024, an estimated $2.13K.
Financial Synergies Wealth Advisors first reported a position in Duke Energy in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Duke Energy position peaked at $20.3K in Q1 2023.
1,974 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.