WR Wealth Planners’s Duke Energy DUK Stock Holding History

WR Wealth Planners’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	$184K	Buy	1,705 +57	+3%	+$6.46K	0.06%	164
2024 Q3	$190K	Buy	1,648 +93	+6%	+$10.4K	0.05%	193
2024 Q2	$156K	Sell	1,555 -202	-11%	-$20.2K	0.05%	201
2024 Q1	$170K	Buy	+1,757	New	+$167K	0.05%	194
2023 Q4	–	Sell	-1,771	Closed	-$156K	–	363
2023 Q3	$156K	Sell	1,771 -128	-7%	-$11.7K	0.06%	195
2023 Q2	$170K	Sell	1,899 -24	-1%	-$2.27K	0.07%	187
2023 Q1	$185K	Buy	1,923 +1,557	+425%	+$154K	0.08%	162
2022 Q4	$37.7K	Sell	366 -44	-11%	-$4.22K	0.02%	186
2022 Q3	$38.1K	Buy	410 +4	+1%	+$430	0.03%	179
2022 Q2	$43.6K	Buy	406 +3	+0.7%	+$330	0.03%	183
2022 Q1	$45K	Buy	+403	New	+$41.9K	0.03%	176

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

WR Wealth Planners's DUK Position: Q4 2024 in Review

WR Wealth Planners increased its Duke Energy (DUK) stake by 3.5% in Q4 2024, buying an estimated $6.46K and bringing the position to 1,705 shares worth $184K. The position accounts for 0.06% of the portfolio, ranked #164.

WR Wealth Planners first reported a position in DUK in Q1 2022 and has held it in 11 quarters since. The position peaked at $190K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

WR Wealth Planners held 1,705 shares of Duke Energy worth $184K as of Q4 2024.
WR Wealth Planners bought 57 Duke Energy shares in Q4 2024, an estimated $6.46K.
Duke Energy made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #164 holding.
WR Wealth Planners first reported a position in Duke Energy in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Duke Energy position peaked at $190K in Q3 2024.
2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.