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Peterson Financial Group’s Duke Energy DUK Stock Holding History

Peterson Financial Group’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 		$2.54K Buy
+22
New +$2.45K 0.01% 354

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Peterson Financial Group's DUK Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Duke Energy (DUK) in Q3 2024: 22 shares worth $2.54K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Peterson Financial Group held 22 shares of Duke Energy worth $2.54K as of Q3 2024.
  • Duke Energy was a new Peterson Financial Group position in Q3 2024.
  • Duke Energy made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #354 holding.
  • 2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.