SPIS
DUK icon

Steward Partners Investment Solutions’s Duke Energy DUK Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.24M Buy
12,834
+2,487
+24% +$236K 0.21% 91
2023
Q4 		$1M Buy
+10,347
New +$941K 0.42% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Solutions's DUK Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Duke Energy (DUK) stake by 24% in Q1 2024, buying an estimated $236K and bringing the position to 12,834 shares worth $1.24M. The position accounts for 0.21% of the portfolio, ranked #91.

Steward Partners Investment Solutions first reported a position in DUK in Q4 2023 and has held it in 2 quarters since. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Steward Partners Investment Solutions held 12,834 shares of Duke Energy worth $1.24M as of Q1 2024.
  • Steward Partners Investment Solutions bought 2,487 Duke Energy shares in Q1 2024, an estimated $236K.
  • Duke Energy made up 0.21% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #91 holding.
  • Steward Partners Investment Solutions first reported a position in Duke Energy in Q4 2023 and has held it in 2 quarters since.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.