LIWM
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Long Island Wealth Management’s Duke Energy DUK Stock Holding History

Long Island 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
Q1 		– Sell
-85
Closed -$8K – 163
2023
Q4 		$8K Buy
+85
New +$7.73K 0.01% 230

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

Long Island Wealth Management's DUK Position: Q1 2024 in Review

Long Island Wealth Management sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 85 shares — an estimated $8K sold.

Long Island Wealth Management first reported a position in DUK in Q4 2023 and held it in 1 quarter. The position peaked at $8K in Q4 2023. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Long Island Wealth Management reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 85 Duke Energy shares in Q1 2024, an estimated $8K.
  • Long Island Wealth Management first reported a position in Duke Energy in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Duke Energy position peaked at $8K in Q4 2023.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.