Blue Barn Wealth’s Duke Energy DUK Stock Holding History

Blue Barn Wealth’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	-2,198	Closed	-$204K	–	128
2022 Q3	$204K	Buy	2,198 +75	+4%	+$8.05K	0.15%	111
2022 Q2	$228K	Buy	2,123 +13	+0.6%	+$1.43K	0.17%	97
2022 Q1	$236K	Sell	2,110 -9	-0.4%	-$935	0.16%	103
2021 Q4	$222K	Buy	+2,119	New	+$215K	0.15%	108

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

Blue Barn Wealth's DUK Position: Q4 2022 in Review

Blue Barn Wealth sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 2,198 shares — an estimated $204K sold.

Blue Barn Wealth first reported a position in DUK in Q4 2021 and held it in 4 quarters. The position peaked at $236K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Blue Barn Wealth reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
Blue Barn Wealth sold 2,198 Duke Energy shares in Q4 2022, an estimated $204K.
Blue Barn Wealth first reported a position in Duke Energy in Q4 2021 and held it in 4 quarters.
Blue Barn Wealth's Duke Energy position peaked at $236K in Q1 2022.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Blue Barn Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.