Capital Directions Investment Advisors’s Duke Energy DUK Stock Holding History

Capital Directions Investment Advisors’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	$14.8K	Buy	+144	New	+$13.8K	0.01%	197
2022 Q3	–	Sell	-144	Closed	-$15.5K	–	184
2022 Q2	$15K	Hold	144	–	–	0.01%	198
2022 Q1	$16K	Buy	+144	New	+$15K	﹤0.01%	211
2020 Q2	–	Sell	-100	Closed	-$8K	–	218
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	209
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	223
2019 Q3	$10K	Buy	+100	New	+$9.1K	﹤0.01%	216

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 $315B AUM 27.84% 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

Capital Directions Investment Advisors's DUK Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Duke Energy (DUK) in Q4 2022: 144 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DUK as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DUK in Q3 2019 and has held it in 6 quarters since. The position peaked at $16K in Q1 2022. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Capital Directions Investment Advisors held 144 shares of Duke Energy worth $14.8K as of Q4 2022.
Duke Energy was a new Capital Directions Investment Advisors position in Q4 2022.
Duke Energy made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #197 holding.
Capital Directions Investment Advisors first reported a position in Duke Energy in Q3 2019 and has held it in 6 quarters since.
Capital Directions Investment Advisors's Duke Energy position peaked at $16K in Q1 2022.
1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.