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Northwest Financial Advisors’s Duke Energy DUK Stock Holding History

Northwest 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
Q4 		– Sell
-577
Closed -$66.6K – 216
2024
Q3 		$66.6K Buy
+577
New +$64.2K 0.05% 197
2024
Q1 		– Sell
-643
Closed -$62.4K – 194
2023
Q4 		$62.4K Buy
+643
New +$58.5K 0.05% 186

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

Northwest Financial Advisors's DUK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 577 shares — an estimated $66.6K sold.

Northwest Financial Advisors first reported a position in DUK in Q4 2023 and held it in 2 quarters. The position peaked at $66.6K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 577 Duke Energy shares in Q4 2024, an estimated $66.6K.
  • Northwest Financial Advisors first reported a position in Duke Energy in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Duke Energy position peaked at $66.6K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.