Bickling Financial Services’s Duke Energy DUK Stock Holding History

Bickling 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	$261K	Buy	2,533 +9	+0.4%	+$864	0.16%	97
2022 Q3	$235K	Buy	2,524 +9	+0.4%	+$967	0.16%	104
2022 Q2	$270K	Buy	2,515 +9	+0.4%	+$990	0.17%	97
2022 Q1	$280K	Buy	2,506 +8	+0.3%	+$831	0.14%	107
2021 Q4	$262K	Buy	2,498 +9	+0.4%	+$912	0.13%	110
2021 Q3	$243K	Buy	2,489 +9	+0.4%	+$932	0.12%	106
2021 Q2	$245K	Buy	2,480 +8	+0.3%	+$804	0.11%	111
2021 Q1	$239K	Buy	2,472 +10	+0.4%	+$913	0.12%	102
2020 Q4	$225K	Buy	+2,462	New	+$228K	0.14%	88

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Bickling Financial Services increased its Duke Energy (DUK) stake by 0.36% in Q4 2022, buying an estimated $864 and bringing the position to 2,533 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #97.

Bickling Financial Services first reported a position in DUK in Q4 2020 and has held it in 9 quarters since. The position peaked at $280K in Q1 2022. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Bickling Financial Services held 2,533 shares of Duke Energy worth $261K as of Q4 2022.
Bickling Financial Services bought 9 Duke Energy shares in Q4 2022, an estimated $864.
Duke Energy made up 0.16% of Bickling Financial Services's portfolio in Q4 2022, its #97 holding.
Bickling Financial Services first reported a position in Duke Energy in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Duke Energy position peaked at $280K in Q1 2022.
1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.