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Legend Financial Advisors’s Duke Energy DUK Stock Holding History

Legend Financial Advisors’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
-133
Closed -$13.3K – 196
2024
Q2 		$13.3K Hold
133
– – 0.01% 124
2024
Q1 		$12.9K Sell
133
-133
-50% -$12.6K 0.01% 119
2023
Q4 		$25.8K Hold
266
– – 0.02% 79
2023
Q3 		$23.5K Hold
266
– – 0.02% 89
2023
Q2 		$23.9K Hold
266
– – 0.02% 92
2023
Q1 		$25.7K Hold
266
– – 0.02% 88
2022
Q4 		$27.4K Hold
266
– – 0.02% 94
2022
Q3 		$24.7K Buy
+266
New +$28.6K 0.02% 89

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

Legend Financial Advisors's DUK Position: Q3 2024 in Review

Legend Financial Advisors sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 133 shares — an estimated $13.3K sold.

Legend Financial Advisors first reported a position in DUK in Q3 2022 and held it in 8 quarters. The position peaked at $27.4K in Q4 2022. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Legend Financial Advisors reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 133 Duke Energy shares in Q3 2024, an estimated $13.3K.
  • Legend Financial Advisors first reported a position in Duke Energy in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Duke Energy position peaked at $27.4K in Q4 2022.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.