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Institutional & Family Asset Management’s Duke Energy DUK Stock Holding History

Institutional & Family Asset Management’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 		$217K Hold
2,169
– – 0.03% 144
2024
Q1 		$210K Hold
2,169
– – 0.03% 140
2023
Q4 		$210K Hold
2,169
– – 0.03% 145
2023
Q3 		$191K Hold
2,169
– – 0.03% 145
2023
Q2 		$195K Hold
2,169
– – 0.03% 148
2023
Q1 		$209K Hold
2,169
– – 0.03% 140
2022
Q4 		$223K Hold
2,169
– – 0.04% 136
2022
Q3 		$202K Hold
2,169
– – 0.04% 138
2022
Q2 		$233K Hold
2,169
– – 0.04% 129
2022
Q1 		$242K Hold
2,169
– – 0.04% 144
2021
Q4 		$228K Hold
2,169
– – 0.04% 150
2021
Q3 		$212K Hold
2,169
– – 0.03% 169
2021
Q2 		$214K Hold
2,169
– – 0.04% 171
2021
Q1 		$209K Hold
2,169
– – 0.04% 182
2020
Q4 		$199K Hold
2,169
– – 0.04% 185
2020
Q3 		$192K Sell
2,169
-41
-2% -$3.38K 0.04% 173
2020
Q2 		$177K Hold
2,210
– – 0.04% 184
2020
Q1 		$179K Sell
2,210
-112
-5% -$10.3K 0.04% 156
2019
Q4 		$212K Sell
2,322
-403
-15% -$36.9K 0.04% 158
2019
Q3 		$261K Buy
2,725
+193
+8% +$17.6K 0.06% 142
2019
Q2 		$223K Hold
2,532
– – 0.05% 159
2019
Q1 		$228K Sell
2,532
-696
-22% -$61.4K 0.05% 169
2018
Q4 		$279K Sell
3,228
-653
-17% -$55.6K 0.06% 141
2018
Q3 		$311K Hold
3,881
– – 0.06% 155
2018
Q2 		$307K Buy
3,881
+1,600
+70% +$123K 0.06% 151
2018
Q1 		$177K Sell
2,281
-1,600
-41% -$124K 0.04% 178
2017
Q4 		$326K Hold
3,881
– – 0.06% 131
2017
Q3 		$326K Buy
3,881
+22
+0.6% +$1.88K 0.07% 140
2017
Q2 		$323K Buy
3,859
+90
+2% +$7.57K 0.08% 107
2017
Q1 		$309K Hold
3,769
– – 0.1% 108
2016
Q4 		$293K Hold
3,769
– – 0.09% 109
2016
Q3 		$302K Hold
3,769
– – 0.1% 101
2016
Q2 		$323K Hold
3,769
– – 0.11% 99
2016
Q1 		$269K Hold
3,769
– – 0.1% 116
2015
Q4 		$269K Buy
+3,769
New +$265K 0.1% 115

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

Institutional & Family Asset Management's DUK Position: Q2 2024 in Review

Institutional & Family Asset Management held its Duke Energy (DUK) position steady in Q2 2024 at 2,169 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #144.

Institutional & Family Asset Management first reported a position in DUK in Q4 2015 and has held it in 35 quarters since. The position peaked at $326K in Q4 2017. 1,974 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Institutional & Family Asset Management held 2,169 shares of Duke Energy worth $217K as of Q2 2024.
  • Institutional & Family Asset Management left its Duke Energy share count unchanged in Q2 2024.
  • Duke Energy made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #144 holding.
  • Institutional & Family Asset Management first reported a position in Duke Energy in Q4 2015 and has held it in 35 quarters since.
  • Institutional & Family Asset Management's Duke Energy position peaked at $326K in Q4 2017.
  • 1,974 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.