JWM
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Janiczek Wealth Management’s Duke Energy DUK Stock Holding History

Janiczek Wealth 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 		$176K Buy
1,753
+3
+0.2% +$300 0.04% 203
2024
Q1 		$169K Sell
1,750
-717
-29% -$68K 0.04% 204
2023
Q4 		$239K Buy
2,467
+1,329
+117% +$121K 0.06% 139
2023
Q3 		$100K Sell
1,138
-167
-13% -$15.3K 0.03% 248
2023
Q2 		$117K Sell
1,305
-377
-22% -$35.6K 0.03% 193
2023
Q1 		$164K Sell
1,682
-660
-28% -$65.2K 0.05% 144
2022
Q4 		$246K Sell
2,342
-188
-7% -$18K 0.07% 100
2022
Q3 		$226K Buy
2,530
+683
+37% +$73.4K 0.07% 89
2022
Q2 		$203K Buy
1,847
+792
+75% +$87.1K 0.06% 100
2022
Q1 		$118K Buy
1,055
+122
+13% +$12.7K 0.03% 182
2021
Q4 		$98K Buy
933
+89
+11% +$9.02K 0.03% 190
2021
Q3 		$82K Buy
844
+71
+9% +$7.35K 0.03% 201
2021
Q2 		$76K Buy
773
+61
+9% +$6.13K 0.03% 187
2021
Q1 		$69K Sell
712
-44
-6% -$4.02K 0.03% 187
2020
Q4 		$69K Buy
756
+406
+116% +$37.6K 0.03% 150
2020
Q3 		$31K Buy
350
+5
+1% +$412 0.02% 123
2020
Q2 		$28K Buy
345
+39
+13% +$3.29K 0.02% 106
2020
Q1 		$25K Hold
306
– – 0.01% 81
2019
Q4 		$28K Hold
306
– – 0.01% 83
2019
Q3 		$29K Hold
306
– – 0.01% 83
2019
Q2 		$27K Hold
306
– – 0.01% 90
2019
Q1 		$28K Hold
306
– – 0.01% 86
2018
Q4 		$26K Hold
306
– – 0.01% 90
2018
Q3 		$24K Hold
306
– – 0.01% 80
2018
Q2 		$24K Buy
+306
New +$23.5K 0.01% 83

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

Janiczek Wealth Management's DUK Position: Q2 2024 in Review

Janiczek Wealth Management increased its Duke Energy (DUK) stake by 0.17% in Q2 2024, buying an estimated $300 and bringing the position to 1,753 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #203.

Janiczek Wealth Management first reported a position in DUK in Q2 2018 and has held it in 25 quarters since. The position peaked at $246K in Q4 2022. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Janiczek Wealth Management held 1,753 shares of Duke Energy worth $176K as of Q2 2024.
  • Janiczek Wealth Management bought 3 Duke Energy shares in Q2 2024, an estimated $300.
  • Duke Energy made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #203 holding.
  • Janiczek Wealth Management first reported a position in Duke Energy in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Duke Energy position peaked at $246K in Q4 2022.
  • 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.