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BTG Pactual Global Asset Management’s Duke Energy DUK Stock Holding History

BTG Pactual Global Asset 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
2022
Q4 		– Sell
-4,382
Closed -$408K – 62
2022
Q3 		$408K Buy
+4,382
New +$471K 0.11% 92

Other funds holding DUK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BTG Pactual Global Asset Management's DUK Position: Q4 2022 in Review

BTG Pactual Global Asset Management sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 4,382 shares — an estimated $408K sold.

BTG Pactual Global Asset Management first reported a position in DUK in Q3 2022 and held it in 1 quarter. The position peaked at $408K in Q3 2022. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • BTG Pactual Global Asset Management reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 4,382 Duke Energy shares in Q4 2022, an estimated $408K.
  • BTG Pactual Global Asset Management first reported a position in Duke Energy in Q3 2022 and held it in 1 quarter.
  • BTG Pactual Global Asset Management's Duke Energy position peaked at $408K in Q3 2022.
  • 1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on BTG Pactual Global Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.