GFS
DUK icon

GYL Financial Synergies’s Duke Energy DUK Stock Holding History

GYL Financial Synergies’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
Q3 		$1.74M Sell
15,128
-746
-5% -$83K 0.13% 144
2024
Q2 		$1.59M Sell
15,874
-600
-4% -$60K 0.12% 149
2024
Q1 		$1.59M Buy
16,474
+160
+1% +$15.2K 0.12% 142
2023
Q4 		$1.58M Buy
16,314
+612
+4% +$55.7K 0.13% 142
2023
Q3 		$1.39M Buy
15,702
+195
+1% +$17.9K 0.13% 144
2023
Q2 		$1.39M Buy
15,507
+3,214
+26% +$303K 0.13% 144
2023
Q1 		$1.19M Buy
+12,293
New +$1.21M 0.14% 112

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GYL Financial Synergies's DUK Position: Q3 2024 in Review

GYL Financial Synergies reduced its Duke Energy (DUK) stake by 4.7% in Q3 2024, selling an estimated $83K and leaving 15,128 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #144.

GYL Financial Synergies first reported a position in DUK in Q1 2023 and has held it in 7 quarters since. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • GYL Financial Synergies held 15,128 shares of Duke Energy worth $1.74M as of Q3 2024.
  • GYL Financial Synergies sold 746 Duke Energy shares in Q3 2024, an estimated $83K.
  • Duke Energy made up 0.13% of GYL Financial Synergies's portfolio in Q3 2024, its #144 holding.
  • GYL Financial Synergies first reported a position in Duke Energy in Q1 2023 and has held it in 7 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.