Alpha Paradigm Partners’s Duke Energy DUK Stock Holding History

Alpha Paradigm 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
2022 Q4	$13K	Sell	128 -1,422	-92%	-$137K	0.01%	451
2022 Q3	$144K	Buy	1,550 +435	+39%	+$46.7K	0.06%	335
2022 Q2	$120K	Buy	1,115 +984	+751%	+$108K	0.05%	377
2022 Q1	$15K	Sell	131 -889	-87%	-$92.3K	0.01%	515
2021 Q4	$107K	Sell	1,020 -282	-22%	-$28.6K	0.04%	421
2021 Q3	$127K	Hold	1,302	–	–	0.05%	398
2021 Q2	$129K	Buy	1,302 +751	+136%	+$75.4K	0.05%	412
2021 Q1	$53K	Buy	+551	New	+$50.3K	0.02%	421

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Alpha Paradigm Partners's DUK Position: Q4 2022 in Review

Alpha Paradigm Partners reduced its Duke Energy (DUK) stake by 92% in Q4 2022, selling an estimated $137K and leaving 128 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #451.

Alpha Paradigm Partners first reported a position in DUK in Q1 2021 and has held it in 8 quarters since. The position peaked at $144K in Q3 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Alpha Paradigm Partners held 128 shares of Duke Energy worth $13K as of Q4 2022.
Alpha Paradigm Partners sold 1,422 Duke Energy shares in Q4 2022, an estimated $137K.
Duke Energy made up 0.01% of Alpha Paradigm Partners's portfolio in Q4 2022, its #451 holding.
Alpha Paradigm Partners first reported a position in Duke Energy in Q1 2021 and has held it in 8 quarters since.
Alpha Paradigm Partners's Duke Energy position peaked at $144K in Q3 2022.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.