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Amplius Wealth Advisors’s Duke Energy DUK Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-443
Closed -$46K – 366
2021
Q4 		$46K Buy
+443
New +$44.9K 0.01% 347

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Amplius Wealth Advisors's DUK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 443 shares — an estimated $46K sold.

Amplius Wealth Advisors first reported a position in DUK in Q4 2021 and held it in 1 quarter. The position peaked at $46K in Q4 2021. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 443 Duke Energy shares in Q1 2022, an estimated $46K.
  • Amplius Wealth Advisors first reported a position in Duke Energy in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Duke Energy position peaked at $46K in Q4 2021.
  • 1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.