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Morton Brown Family Wealth’s Duke Energy DUK Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-50
Closed -$5.76K – 287
2024
Q3 		$5.76K Buy
+50
New +$5.57K ﹤0.01% 192
2023
Q4 		– Sell
-59
Closed -$5.21K – 289
2023
Q3 		$5.21K Hold
59
– – ﹤0.01% 150
2023
Q2 		$5.29K Hold
59
– – ﹤0.01% 142
2023
Q1 		$5.69K Buy
+59
New +$5.83K ﹤0.01% 155
2022
Q4 		– Sell
-59
Closed -$5K – 182
2022
Q3 		$5K Sell
59
-27
-31% -$2.9K ﹤0.01% 141
2022
Q2 		$9K Buy
+86
New +$9.46K 0.01% 111

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

Morton Brown Family Wealth's DUK Position: Q4 2024 in Review

Morton Brown Family Wealth sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 50 shares — an estimated $5.76K sold.

Morton Brown Family Wealth first reported a position in DUK in Q2 2022 and held it in 6 quarters. The position peaked at $9K in Q2 2022. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Morton Brown Family Wealth reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 50 Duke Energy shares in Q4 2024, an estimated $5.76K.
  • Morton Brown Family Wealth first reported a position in Duke Energy in Q2 2022 and held it in 6 quarters.
  • Morton Brown Family Wealth's Duke Energy position peaked at $9K in Q2 2022.
  • 2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Morton Brown Family Wealth's 13F filing for Q4 2024, filed 31 Jan 2025.