Ahrens Investment Partners’s Duke Energy DUK Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$173K	Buy	+1,790	New	+$177K	0.09%	163
2022 Q3	–	Sell	-1,791	Closed	-$192K	–	363
2022 Q2	$192K	Hold	1,791	–	–	0.08%	160
2022 Q1	$200K	Hold	1,791	–	–	0.06%	184
2021 Q4	$188K	Buy	+1,791	New	+$182K	0.08%	195
2018 Q1	–	Sell	-2,749	Closed	-$231K	–	165
2017 Q4	$231K	Buy	2,749 +75	+3%	+$6.55K	0.09%	135
2017 Q3	$224K	Sell	2,674 -57	-2%	-$4.88K	0.1%	129
2017 Q2	$228K	Buy	+2,731	New	+$230K	0.1%	122

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Ahrens Investment Partners's DUK Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Duke Energy (DUK) in Q1 2023: 1,790 shares worth $173K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DUK as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DUK in Q2 2017 and has held it in 7 quarters since. The position peaked at $231K in Q4 2017. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Ahrens Investment Partners held 1,790 shares of Duke Energy worth $173K as of Q1 2023.
Duke Energy was a new Ahrens Investment Partners position in Q1 2023.
Duke Energy made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #163 holding.
Ahrens Investment Partners first reported a position in Duke Energy in Q2 2017 and has held it in 7 quarters since.
Ahrens Investment Partners's Duke Energy position peaked at $231K in Q4 2017.
1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.