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Annapolis Financial Services’s Duke Energy DUK Stock Holding History

Annapolis Financial Services’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 		– Sell
-155
Closed -$14K – 464
2022
Q3 		$14K Buy
+155
New +$16.6K 0.01% 297

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annapolis Financial Services's DUK Position: Q4 2022 in Review

Annapolis Financial Services sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 155 shares — an estimated $14K sold.

Annapolis Financial Services first reported a position in DUK in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Annapolis Financial Services reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 155 Duke Energy shares in Q4 2022, an estimated $14K.
  • Annapolis Financial Services first reported a position in Duke Energy in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's Duke Energy position peaked at $14K in Q3 2022.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.