BDO Wealth Advisors’s Duke Energy DUK Stock Holding History

BDO 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
2023 Q2	$276K	Buy	3,079 +254	+9%	+$24K	0.03%	227
2023 Q1	$273K	Hold	2,825	–	–	0.03%	216
2022 Q4	$291K	Sell	2,825 -944	-25%	-$90.6K	0.04%	225
2022 Q3	$351K	Hold	3,769	–	–	0.05%	203
2022 Q2	$404K	Hold	3,769	–	–	0.05%	189
2022 Q1	$421K	Sell	3,769 -84	-2%	-$8.72K	0.04%	195
2021 Q4	$404K	Buy	3,853 +170	+5%	+$17.2K	0.04%	203
2021 Q3	$359K	Sell	3,683 -571	-13%	-$59.1K	0.04%	214
2021 Q2	$420K	Buy	4,254 +465	+12%	+$46.7K	0.05%	206
2021 Q1	$366K	Buy	3,789 +170	+5%	+$15.5K	0.04%	208
2020 Q4	$331K	Hold	3,619	–	–	0.05%	185
2020 Q3	$320K	Hold	3,619	–	–	0.05%	171
2020 Q2	$289K	Sell	3,619 -501	-12%	-$42.3K	0.05%	180
2020 Q1	$333K	Buy	4,120 +1,149	+39%	+$106K	0.07%	150
2019 Q4	$271K	Hold	2,971	–	–	0.07%	165
2019 Q3	$285K	Hold	2,971	–	–	0.07%	159
2019 Q2	$262K	Sell	2,971 -124	-4%	-$11K	0.07%	162
2019 Q1	$279K	Sell	3,095 -1,680	-35%	-$148K	0.08%	144
2018 Q4	$412K	Buy	4,775 +378	+9%	+$32.2K	0.14%	106
2018 Q3	$352K	Buy	4,397 +83	+2%	+$6.71K	0.11%	112
2018 Q2	$341K	Buy	4,314 +1,680	+64%	+$129K	0.12%	112
2018 Q1	$204K	Hold	2,634	–	–	0.08%	126
2017 Q4	$222K	Hold	2,634	–	–	0.1%	105
2017 Q3	$221K	Hold	2,634	–	–	0.11%	101
2017 Q2	$220K	Buy	+2,634	New	+$221K	0.1%	123

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

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

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

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

BDO Wealth Advisors's DUK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Duke Energy (DUK) stake by 9% in Q2 2023, buying an estimated $24K and bringing the position to 3,079 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #227.

BDO Wealth Advisors first reported a position in DUK in Q2 2017 and has held it in 25 quarters since. The position peaked at $421K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

BDO Wealth Advisors held 3,079 shares of Duke Energy worth $276K as of Q2 2023.
BDO Wealth Advisors bought 254 Duke Energy shares in Q2 2023, an estimated $24K.
Duke Energy made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #227 holding.
BDO Wealth Advisors first reported a position in Duke Energy in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Duke Energy position peaked at $421K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.