Buckley Wealth Management’s Duke Energy DUK Stock Holding History

Buckley Wealth 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 Q1	–	Sell	-6,777	Closed	-$711K	–	159
2021 Q4	$711K	Sell	6,777 -834	-11%	-$84.5K	0.21%	86
2021 Q3	$743K	Hold	7,611	–	–	0.24%	69
2021 Q2	$751K	Sell	7,611 -233	-3%	-$23.4K	0.26%	67
2021 Q1	$757K	Sell	7,844 -666	-8%	-$60.8K	0.28%	65
2020 Q4	$779K	Hold	8,510	–	–	0.32%	57
2020 Q3	$754K	Hold	8,510	–	–	0.34%	50
2020 Q2	$680K	Hold	8,510	–	–	0.31%	61
2020 Q1	$688K	Sell	8,510 -500	-6%	-$45.9K	0.37%	51
2019 Q4	$822K	Buy	9,010 +1,000	+12%	+$91.7K	0.37%	45
2019 Q3	$768K	Sell	8,010 -1,011	-11%	-$92K	0.38%	48
2019 Q2	$796K	Hold	9,021	–	–	0.37%	47
2019 Q1	$812K	Hold	9,021	–	–	0.38%	46
2018 Q4	$779K	Sell	9,021 -13,430	-60%	-$1.14M	0.4%	44
2018 Q3	$1.8M	Sell	22,451 -15	-0.1%	-$1.21K	0.78%	30
2018 Q2	$1.78M	Buy	22,466 +400	+2%	+$30.8K	0.84%	29
2018 Q1	$1.71M	Buy	22,066 +3,695	+20%	+$286K	0.84%	29
2017 Q4	$1.54M	Buy	+18,371	New	+$1.6M	0.78%	33

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Buckley Wealth Management's DUK Position: Q1 2022 in Review

Buckley Wealth Management sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 6,777 shares — an estimated $711K sold.

Buckley Wealth Management first reported a position in DUK in Q4 2017 and held it in 17 quarters. The position peaked at $1.8M in Q3 2018. 1,847 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Buckley Wealth Management reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
Buckley Wealth Management sold 6,777 Duke Energy shares in Q1 2022, an estimated $711K.
Buckley Wealth Management first reported a position in Duke Energy in Q4 2017 and held it in 17 quarters.
Buckley Wealth Management's Duke Energy position peaked at $1.8M in Q3 2018.
1,847 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Buckley Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.