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AIA Group’s Duke Energy DUK Stock Holding History

AIA Group’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
Q2 		– Sell
-12,030
Closed -$1.16M – 376
2023
Q1 		$1.16M Sell
12,030
-1,815
-13% -$179K 0.06% 135
2022
Q4 		$1.43M Buy
13,845
+8,213
+146% +$788K 0.09% 100
2022
Q3 		$524K Sell
5,632
-3,471
-38% -$373K 0.03% 184
2022
Q2 		$976K Buy
9,103
+8,013
+735% +$881K 0.05% 159
2022
Q1 		$122K Sell
1,090
-9,986
-90% -$1.04M 0.01% 446
2021
Q4 		$1.16M Buy
+11,076
New +$1.12M 0.05% 128
2021
Q1 		– Sell
-4,242
Closed -$396K – 187
2020
Q4 		$396K Buy
+4,242
New +$392K 0.05% 138

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIA Group's DUK Position: Q2 2023 in Review

AIA Group sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 12,030 shares — an estimated $1.16M sold.

AIA Group first reported a position in DUK in Q4 2020 and held it in 7 quarters. The position peaked at $1.43M in Q4 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • AIA Group reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • AIA Group sold 12,030 Duke Energy shares in Q2 2023, an estimated $1.16M.
  • AIA Group first reported a position in Duke Energy in Q4 2020 and held it in 7 quarters.
  • AIA Group's Duke Energy position peaked at $1.43M in Q4 2022.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on AIA Group's 13F filing for Q2 2023, filed 28 Jul 2023.