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RE Dickinson Investment Advisors’s Duke Energy DUK Stock Holding History

RE Dickinson Investment 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 		$668K Buy
620
+33
+6% +$3.74K 0.04% 79
2024
Q3 		$67.7K Hold
587
– – 0.04% 81
2024
Q2 		$58.8K Hold
587
– – 0.04% 84
2024
Q1 		$57K Hold
587
– – 0.04% 80
2023
Q4 		$57K Hold
587
– – 0.04% 76
2023
Q3 		$52K Sell
587
-23
-4% -$2.11K 0.04% 79
2023
Q2 		$55K Sell
610
-50
-8% -$4.72K 0.02% 149
2023
Q1 		$64K Sell
660
-49
-7% -$4.84K 0.02% 149
2022
Q4 		$73K Hold
709
– – 0.03% 127
2022
Q3 		$66K Hold
709
– – 0.05% 65
2022
Q2 		$76 Sell
709
-92
-11% -$10.1K 0.01% 65
2022
Q1 		$89K Buy
801
+92
+13% +$9.55K 0.06% 63
2021
Q4 		$74K Buy
+709
New +$71.9K 0.06% 69

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return