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Primoris Wealth Advisors’s Duke Energy DUK Stock Holding History

Primoris Wealth 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
-2,148
Closed -$248K – 94
2024
Q3 		$248K Hold
2,148
– – 0.18% 92
2024
Q2 		$215K Buy
+2,148
New +$215K 0.17% 92

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

Primoris Wealth Advisors's DUK Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of Duke Energy (DUK) in Q4 2024, closing a stake of 2,148 shares — an estimated $248K sold.

Primoris Wealth Advisors first reported a position in DUK in Q2 2024 and held it in 2 quarters. The position peaked at $248K in Q3 2024. 2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Primoris Wealth Advisors reported no remaining Duke Energy position as of Q4 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 2,148 Duke Energy shares in Q4 2024, an estimated $248K.
  • Primoris Wealth Advisors first reported a position in Duke Energy in Q2 2024 and held it in 2 quarters.
  • Primoris Wealth Advisors's Duke Energy position peaked at $248K in Q3 2024.
  • 2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.