Relative Value Partners Group’s Duke Energy DUK Stock Holding History

Relative Value Partners 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 Q2	$641K	Buy	+6,399	New	+$640K	0.08%	191

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Relative Value Partners Group's DUK Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Duke Energy (DUK) in Q2 2024: 6,399 shares worth $641K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings.

1,976 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

Relative Value Partners Group held 6,399 shares of Duke Energy worth $641K as of Q2 2024.
Duke Energy was a new Relative Value Partners Group position in Q2 2024.
Duke Energy made up 0.08% of Relative Value Partners Group's portfolio in Q2 2024, its #191 holding.
1,976 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.