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Kelly Financial Services’s Duke Energy DUK Stock Holding History

Kelly Financial Services’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 		– Sell
-570
Closed -$57.1K – 274
2024
Q2 		$57.1K Buy
570
+68
+14% +$6.8K 0.02% 212
2024
Q1 		$48.6K Buy
502
+4
+0.8% +$379 0.02% 222
2023
Q4 		$48.3K Sell
498
-2
-0.4% -$182 0.02% 206
2023
Q3 		$44.1K Sell
500
-33
-6% -$3.02K 0.02% 198
2023
Q2 		$47.9K Buy
533
+59
+12% +$5.57K 0.02% 194
2023
Q1 		$45.7K Buy
474
+28
+6% +$2.77K 0.02% 192
2022
Q4 		$45.9K Buy
446
+3
+0.7% +$288 0.02% 184
2022
Q3 		$41.2K Buy
443
+3
+0.7% +$322 0.02% 172
2022
Q2 		$47.2K Sell
440
-12
-3% -$1.32K 0.02% 168
2022
Q1 		$50.5K Buy
452
+2
+0.4% +$208 0.02% 176
2021
Q4 		$47.2K Buy
450
+3
+0.7% +$304 0.02% 183
2021
Q3 		$43.6K Sell
447
-43,394
-99% -$4.49M 0.02% 175
2021
Q2 		$444K Buy
43,841
+43,400
+9,841% +$4.36M 0.02% 197
2021
Q1 		$42.6K Buy
441
+1
+0.2% +$91 0.03% 142
2020
Q4 		$40.3K Buy
440
+13
+3% +$1.2K 0.03% 133
2020
Q3 		$37.9K Buy
427
+3
+0.7% +$247 0.03% 118
2020
Q2 		$33.9K Buy
424
+2
+0.5% +$169 0.03% 117
2020
Q1 		$34.1K Buy
422
+3
+0.7% +$276 0.04% 103
2019
Q4 		$38.2K Buy
419
+36
+9% +$3.3K 0.03% 105
2019
Q3 		$36.7K Buy
383
+2
+0.5% +$182 0.03% 103
2019
Q2 		$33.6K Buy
381
+3
+0.8% +$265 0.03% 109
2019
Q1 		$34K Buy
+378
New +$33.3K 0.04% 106

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

Kelly Financial Services's DUK Position: Q3 2024 in Review

Kelly Financial Services sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 570 shares — an estimated $57.1K sold.

Kelly Financial Services first reported a position in DUK in Q1 2019 and held it in 22 quarters. The position peaked at $444K in Q2 2021. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Kelly Financial Services reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 570 Duke Energy shares in Q3 2024, an estimated $57.1K.
  • Kelly Financial Services first reported a position in Duke Energy in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Duke Energy position peaked at $444K in Q2 2021.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.