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Vantage Financial Partners (Illinois)’s Duke Energy DUK Stock Holding History

Vantage Financial Partners (Illinois)’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 		$232K Hold
2,311
– – 0.06% 99
2024
Q1 		$223K Buy
+2,311
New +$219K 0.06% 102

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s DUK Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) held its Duke Energy (DUK) position steady in Q2 2024 at 2,311 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #99.

Vantage Financial Partners (Illinois) first reported a position in DUK in Q1 2024 and has held it in 2 quarters since. 1,974 funds tracked by Wall St. Rank hold DUK as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 2,311 shares of Duke Energy worth $232K as of Q2 2024.
  • Vantage Financial Partners (Illinois) left its Duke Energy share count unchanged in Q2 2024.
  • Duke Energy made up 0.06% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #99 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Duke Energy in Q1 2024 and has held it in 2 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.