Aquire Wealth Advisors’s Duke Energy DUK Stock Holding History

Aquire 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	-6	Closed	-$1K	–	91
2021 Q4	$1K	Buy	+6	New	+$608	﹤0.01%	211

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Aquire Wealth Advisors sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

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

Aquire Wealth Advisors reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 6 Duke Energy shares in Q1 2022, an estimated $1K.
Aquire Wealth Advisors first reported a position in Duke Energy in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Duke Energy position peaked at $1K in Q4 2021.
1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.