New Potomac Partners’s Duke Energy DUK Stock Holding History

New Potomac Partners’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	$74.9K	Buy	+650	New	+$72.3K	0.04%	112
2021 Q4	–	Sell	-2,482	Closed	-$242K	–	61
2021 Q3	$242K	Buy	+2,482	New	+$257K	0.17%	61
2020 Q4	–	Sell	-650	Closed	-$58K	–	77
2020 Q3	$58K	Sell	650 -400	-38%	-$33K	0.05%	88
2020 Q2	$84K	Hold	1,050	–	–	0.08%	81
2020 Q1	$85K	Hold	1,050	–	–	0.09%	74
2019 Q4	$96K	Hold	1,050	–	–	0.09%	81
2019 Q3	$101K	Hold	1,050	–	–	0.1%	76
2019 Q2	$93K	Hold	1,050	–	–	0.09%	80
2019 Q1	$95K	Hold	1,050	–	–	0.1%	81
2018 Q4	$91K	Hold	1,050	–	–	0.1%	83
2018 Q3	$84K	Hold	1,050	–	–	0.08%	88
2018 Q2	$83K	Hold	1,050	–	–	0.08%	85
2018 Q1	$81K	Hold	1,050	–	–	0.08%	87
2017 Q4	$88K	Buy	+1,050	New	+$91.7K	0.08%	81

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 $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

New Potomac Partners's DUK Position: Q3 2024 in Review

New Potomac Partners opened a new position in Duke Energy (DUK) in Q3 2024: 650 shares worth $74.9K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in DUK as recently as Q3 2021.

New Potomac Partners first reported a position in DUK in Q4 2017 and has held it in 14 quarters since. The position peaked at $242K in Q3 2021. 2,071 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

New Potomac Partners held 650 shares of Duke Energy worth $74.9K as of Q3 2024.
Duke Energy was a new New Potomac Partners position in Q3 2024.
Duke Energy made up 0.04% of New Potomac Partners's portfolio in Q3 2024, its #112 holding.
New Potomac Partners first reported a position in Duke Energy in Q4 2017 and has held it in 14 quarters since.
New Potomac Partners's Duke Energy position peaked at $242K in Q3 2021.
2,071 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.