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KB Financial Partners’s Duke Energy DUK Stock Holding History

KB Financial Partners’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
2023
Q3 		$1K Hold
15
– – ﹤0.01% 562
2023
Q2 		$1K Hold
15
– – ﹤0.01% 588
2023
Q1 		$1K Hold
15
– – ﹤0.01% 576
2022
Q4 		$2K Hold
15
– – ﹤0.01% 507
2022
Q3 		$1K Hold
15
– – ﹤0.01% 554
2022
Q2 		$2K Hold
15
– – ﹤0.01% 502
2022
Q1 		$2K Hold
15
– – ﹤0.01% 548
2021
Q4 		$2K Buy
+15
New +$1.52K ﹤0.01% 585
2021
Q3 		– Sell
-15
Closed -$1K – 279
2021
Q2 		$1K Hold
15
– – ﹤0.01% 601
2021
Q1 		$1K Buy
+15
New +$1.37K ﹤0.01% 610

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KB Financial Partners's DUK Position: Q3 2023 in Review

KB Financial Partners held its Duke Energy (DUK) position steady in Q3 2023 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

KB Financial Partners first reported a position in DUK in Q1 2021 and has held it in 10 quarters since. The position peaked at $2K in Q4 2022. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • KB Financial Partners held 15 shares of Duke Energy worth $1K as of Q3 2023.
  • KB Financial Partners left its Duke Energy share count unchanged in Q3 2023.
  • Duke Energy made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #562 holding.
  • KB Financial Partners first reported a position in Duke Energy in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Duke Energy position peaked at $2K in Q4 2022.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.