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Strategic Financial Concepts’s Duke Energy DUK Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-102,462
Closed -$28.4K – 352
2024
Q2 		$28.4K Buy
+102,462
New +$10.2M 0.02% 299

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Strategic Financial Concepts's DUK Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 102,462 shares — an estimated $28.4K sold.

Strategic Financial Concepts first reported a position in DUK in Q2 2024 and held it in 1 quarter. The position peaked at $28.4K in Q2 2024. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 102,462 Duke Energy shares in Q3 2024, an estimated $28.4K.
  • Strategic Financial Concepts first reported a position in Duke Energy in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Duke Energy position peaked at $28.4K in Q2 2024.
  • 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.