C2C Wealth Management’s Duke Energy DUK Stock Holding History

C2C 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
2023 Q4	–	Sell	-5,295	Closed	-$450K	–	135
2023 Q3	$450K	Buy	5,295 +85	+2%	+$7.79K	0.06%	159
2023 Q2	$480K	Hold	5,210	–	–	0.06%	156
2023 Q1	$518K	Hold	5,210	–	–	0.08%	140
2022 Q4	$534K	Sell	5,210 -33	-0.6%	-$3.17K	0.09%	98
2022 Q3	$509K	Hold	5,243	–	–	0.1%	101
2022 Q2	$553K	Hold	5,243	–	–	0.1%	97
2022 Q1	$606K	Hold	5,243	–	–	0.1%	101
2021 Q4	$550K	Buy	+5,243	New	+$532K	0.08%	118

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

C2C Wealth Management's DUK Position: Q4 2023 in Review

C2C Wealth Management sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 5,295 shares — an estimated $450K sold.

C2C Wealth Management first reported a position in DUK in Q4 2021 and held it in 8 quarters. The position peaked at $606K in Q1 2022. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

C2C Wealth Management reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 5,295 Duke Energy shares in Q4 2023, an estimated $450K.
C2C Wealth Management first reported a position in Duke Energy in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Duke Energy position peaked at $606K in Q1 2022.
1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.