Adams Chetwood Wealth Management’s Duke Energy DUK Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$759K	Buy	6,794 +28	+0.4%	+$2.91K	0.43%	40
2021 Q4	$710K	Sell	6,766 -703	-9%	-$71.3K	0.48%	42
2021 Q3	$729K	Buy	7,469 +1,625	+28%	+$168K	0.53%	43
2021 Q2	$577K	Sell	5,844 -225	-4%	-$22.6K	0.41%	50
2021 Q1	$586K	Sell	6,069 -43	-0.7%	-$3.92K	0.45%	47
2020 Q4	$560K	Sell	6,112 -341	-5%	-$31.5K	0.46%	43
2020 Q3	$571K	Sell	6,453 -197	-3%	-$16.2K	0.55%	42
2020 Q2	$531K	Sell	6,650 -262	-4%	-$22.1K	0.54%	39
2020 Q1	$565K	Buy	6,912 +18	+0.3%	+$1.65K	0.66%	35
2019 Q4	$629K	Buy	+6,894	New	+$632K	0.64%	30

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Adams Chetwood Wealth Management's DUK Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Duke Energy (DUK) stake by 0.41% in Q1 2022, buying an estimated $2.91K and bringing the position to 6,794 shares worth $759K. The position accounts for 0.43% of the portfolio, ranked #40.

Adams Chetwood Wealth Management first reported a position in DUK in Q4 2019 and has held it in 10 quarters since. 1,846 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Adams Chetwood Wealth Management held 6,794 shares of Duke Energy worth $759K as of Q1 2022.
Adams Chetwood Wealth Management bought 28 Duke Energy shares in Q1 2022, an estimated $2.91K.
Duke Energy made up 0.43% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #40 holding.
Adams Chetwood Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 10 quarters since.
1,846 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.