Sanctuary Wealth Management’s Duke Energy DUK Stock Holding History

Sanctuary Wealth Management’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	$8.73K	Buy	+81	New	+$9.18K	0.01%	180

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Wealth Management's DUK Position: Q4 2024 in Review

Sanctuary Wealth Management opened a new position in Duke Energy (DUK) in Q4 2024: 81 shares worth $8.73K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings.

2,199 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

Sanctuary Wealth Management held 81 shares of Duke Energy worth $8.73K as of Q4 2024.
Duke Energy was a new Sanctuary Wealth Management position in Q4 2024.
Duke Energy made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #180 holding.
2,199 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.