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Altus Wealth Group’s Duke Energy DUK Stock Holding History

Altus Wealth 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
2022
Q2 		– Sell
-2,133
Closed -$238K – 117
2022
Q1 		$238K Buy
+2,133
New +$222K 0.2% 99
2021
Q1 		– Sell
-1,405
Closed -$129K – 338
2020
Q4 		$129K Buy
+1,405
New +$130K 0.12% 122

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

Altus Wealth Group's DUK Position: Q2 2022 in Review

Altus Wealth Group sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 2,133 shares — an estimated $238K sold.

Altus Wealth Group first reported a position in DUK in Q4 2020 and held it in 2 quarters. The position peaked at $238K in Q1 2022. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Altus Wealth Group reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
  • Altus Wealth Group sold 2,133 Duke Energy shares in Q2 2022, an estimated $238K.
  • Altus Wealth Group first reported a position in Duke Energy in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's Duke Energy position peaked at $238K in Q1 2022.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Altus Wealth Group's 13F filing for Q2 2022, filed 10 Aug 2022.