Kolinsky Wealth Management’s Duke Energy DUK Stock Holding History

Kolinsky 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 Q4	$206K	Buy	+1,916	New	+$217K	0.13%	167

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kolinsky Wealth Management's DUK Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Duke Energy (DUK) in Q4 2024: 1,916 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #167 among its holdings.

2,203 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Kolinsky Wealth Management held 1,916 shares of Duke Energy worth $206K as of Q4 2024.
Duke Energy was a new Kolinsky Wealth Management position in Q4 2024.
Duke Energy made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #167 holding.
2,203 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.