McIntyre, Freedman & Flynn Investment Advisers’s Duke Energy DUK Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	-25,638	Closed	-$2.57M	–	73
2024 Q2	$2.57M	Buy	25,638 +1	+0%	+$100	1.85%	23
2024 Q1	$2.48M	Sell	25,637 -90	-0.3%	-$8.54K	1.8%	23
2023 Q4	$2.5M	Sell	25,727 -9	-0%	-$819	2%	18
2023 Q3	$2.27M	Buy	25,736 +10	+0%	+$917	1.92%	24
2023 Q2	$2.31M	Sell	25,726 -2,359	-8%	-$223K	1.97%	24
2023 Q1	$2.71M	Buy	28,085 +77	+0.3%	+$7.61K	2.3%	14
2022 Q4	$2.88M	Buy	+28,008	New	+$2.69M	2.39%	15

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's DUK Position: Q3 2024 in Review

McIntyre, Freedman & Flynn Investment Advisers sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 25,638 shares — an estimated $2.57M sold.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in DUK in Q4 2022 and held it in 7 quarters. The position peaked at $2.88M in Q4 2022. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

McIntyre, Freedman & Flynn Investment Advisers reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
McIntyre, Freedman & Flynn Investment Advisers sold 25,638 Duke Energy shares in Q3 2024, an estimated $2.57M.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Duke Energy in Q4 2022 and held it in 7 quarters.
McIntyre, Freedman & Flynn Investment Advisers's Duke Energy position peaked at $2.88M in Q4 2022.
2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q3 2024, filed 12 Nov 2024.