The Family Firm’s Duke Energy DUK Stock Holding History

The Family Firm’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	-159	Closed	-$15.9K	–	371
2024 Q2	$15.9K	Buy	+159	New	+$15.9K	﹤0.01%	600

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 $315B AUM 27.84% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

The Family Firm's DUK Position: Q3 2024 in Review

The Family Firm sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 159 shares — an estimated $15.9K sold.

The Family Firm first reported a position in DUK in Q2 2024 and held it in 1 quarter. The position peaked at $15.9K in Q2 2024. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

The Family Firm reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 159 Duke Energy shares in Q3 2024, an estimated $15.9K.
The Family Firm first reported a position in Duke Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Duke Energy position peaked at $15.9K in Q2 2024.
2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.