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FirstPurpose Wealth’s Duke Energy DUK Stock Holding History

FirstPurpose Wealth’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 		$380K Buy
3,983
+365
+10% +$34.6K 0.14% 135
2023
Q4 		$351K Buy
3,618
+156
+5% +$14.2K 0.13% 141
2023
Q3 		$306K Buy
3,462
+40
+1% +$3.67K 0.13% 137
2023
Q2 		$307K Buy
3,422
+1,145
+50% +$108K 0.13% 136
2023
Q1 		$220K Buy
2,277
+118
+5% +$11.7K 0.11% 168
2022
Q4 		$222K Buy
+2,159
New +$207K 0.12% 160

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

FirstPurpose Wealth's DUK Position: Q1 2024 in Review

FirstPurpose Wealth increased its Duke Energy (DUK) stake by 10% in Q1 2024, buying an estimated $34.6K and bringing the position to 3,983 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #135.

FirstPurpose Wealth first reported a position in DUK in Q4 2022 and has held it in 6 quarters since. 1,913 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • FirstPurpose Wealth held 3,983 shares of Duke Energy worth $380K as of Q1 2024.
  • FirstPurpose Wealth bought 365 Duke Energy shares in Q1 2024, an estimated $34.6K.
  • Duke Energy made up 0.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #135 holding.
  • FirstPurpose Wealth first reported a position in Duke Energy in Q4 2022 and has held it in 6 quarters since.
  • 1,913 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.