AWM
DUK icon

Altium Wealth Management’s Duke Energy DUK Stock Holding History

Altium 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
Q2 		$1.79M Buy
16,663
+2,699
+19% +$297K 0.13% 96
2022
Q1 		$1.56M Buy
13,964
+2,402
+21% +$249K 0.1% 116
2021
Q4 		$1.21M Buy
11,562
+356
+3% +$36.1K 0.08% 129
2021
Q3 		$1.09M Buy
11,206
+806
+8% +$83.4K 0.08% 126
2021
Q2 		$1.03M Buy
10,400
+527
+5% +$52.9K 0.08% 128
2021
Q1 		$953K Buy
9,873
+321
+3% +$29.3K 0.08% 115
2020
Q4 		$875K Buy
9,552
+2,680
+39% +$248K 0.08% 115
2020
Q3 		$609K Buy
6,872
+1,502
+28% +$124K 0.06% 132
2020
Q2 		$429K Buy
+5,370
New +$454K 0.05% 204

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's DUK Position: Q2 2022 in Review

Altium Wealth Management increased its Duke Energy (DUK) stake by 19% in Q2 2022, buying an estimated $297K and bringing the position to 16,663 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #96.

Altium Wealth Management first reported a position in DUK in Q2 2020 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Altium Wealth Management held 16,663 shares of Duke Energy worth $1.79M as of Q2 2022.
  • Altium Wealth Management bought 2,699 Duke Energy shares in Q2 2022, an estimated $297K.
  • Duke Energy made up 0.13% of Altium Wealth Management's portfolio in Q2 2022, its #96 holding.
  • Altium Wealth Management first reported a position in Duke Energy in Q2 2020 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.