BC
DUK icon

Burleson & Co’s Duke Energy DUK Stock Holding History

Burleson & Co’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 		$23.8K Buy
231
+106
+85% +$10.2K 0.01% 219
2022
Q3 		$12K Buy
125
+2
+2% +$215 ﹤0.01% 269
2022
Q2 		$13K Buy
123
+1
+0.8% +$110 ﹤0.01% 253
2022
Q1 		$14K Buy
122
+1
+0.8% +$104 ﹤0.01% 250
2021
Q4 		$13K Buy
121
+1
+0.8% +$101 ﹤0.01% 249
2021
Q3 		$12K Buy
120
+1
+0.8% +$104 ﹤0.01% 253
2021
Q2 		$12K Buy
119
+1
+0.8% +$100 ﹤0.01% 258
2021
Q1 		$11K Buy
+118
New +$10.8K ﹤0.01% 250

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $298B AUM 21.96% 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

Burleson & Co's DUK Position: Q4 2022 in Review

Burleson & Co increased its Duke Energy (DUK) stake by 85% in Q4 2022, buying an estimated $10.2K and bringing the position to 231 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #219.

Burleson & Co first reported a position in DUK in Q1 2021 and has held it in 8 quarters since. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Burleson & Co held 231 shares of Duke Energy worth $23.8K as of Q4 2022.
  • Burleson & Co bought 106 Duke Energy shares in Q4 2022, an estimated $10.2K.
  • Duke Energy made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #219 holding.
  • Burleson & Co first reported a position in Duke Energy in Q1 2021 and has held it in 8 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.