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Kiely Wealth Advisory Group’s Duke Energy DUK Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$417K Buy
3,608
+8
+0.2% +$906 0.27% 35
2024
Q3 		$405K Buy
3,600
+7
+0.2% +$779 0.26% 29
2024
Q2 		$405K Buy
3,593
+8
+0.2% +$800 0.22% 21
2024
Q1 		$354K Buy
3,585
+8
+0.2% +$759 0.2% 25
2023
Q4 		$344K Buy
+3,577
New +$325K 0.2% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiely Wealth Advisory Group's DUK Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Duke Energy (DUK) stake by 0.22% in Q4 2024, buying an estimated $906 and bringing the position to 3,608 shares worth $417K. The position accounts for 0.27% of the portfolio, ranked #35.

Kiely Wealth Advisory Group first reported a position in DUK in Q4 2023 and has held it in 5 quarters since. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,608 shares of Duke Energy worth $417K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 8 Duke Energy shares in Q4 2024, an estimated $906.
  • Duke Energy made up 0.27% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #35 holding.
  • Kiely Wealth Advisory Group first reported a position in Duke Energy in Q4 2023 and has held it in 5 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.