Antonetti Capital Management’s Duke Energy DUK Stock Holding History

Antonetti Capital 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
2023 Q3	$56K	Hold	635	–	–	0.09%	95
2023 Q2	$57K	Hold	635	–	–	0.08%	90
2023 Q1	$61.3K	Sell	635 -85	-12%	-$8.4K	0.09%	84
2022 Q4	$74.2K	Hold	720	–	–	0.1%	78
2022 Q3	$67K	Hold	720	–	–	0.08%	80
2022 Q2	$77K	Hold	720	–	–	0.08%	81
2022 Q1	$80K	Hold	720	–	–	0.08%	88
2021 Q4	$76K	Hold	720	–	–	0.06%	128
2021 Q3	$70K	Buy	+720	New	+$74.5K	0.06%	133

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Antonetti Capital Management's DUK Position: Q3 2023 in Review

Antonetti Capital Management held its Duke Energy (DUK) position steady in Q3 2023 at 635 shares worth $56K. The position accounts for 0.09% of the portfolio, ranked #95.

Antonetti Capital Management first reported a position in DUK in Q3 2021 and has held it in 9 quarters since. The position peaked at $80K in Q1 2022. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

Antonetti Capital Management held 635 shares of Duke Energy worth $56K as of Q3 2023.
Antonetti Capital Management left its Duke Energy share count unchanged in Q3 2023.
Duke Energy made up 0.09% of Antonetti Capital Management's portfolio in Q3 2023, its #95 holding.
Antonetti Capital Management first reported a position in Duke Energy in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Duke Energy position peaked at $80K in Q1 2022.
1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.