Castle Financial & Retirement Planning Associates’s Duke Energy DUK Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$6K	Buy	+61	New	+$6.18K	0.02%	131

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's DUK Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Duke Energy (DUK) in Q4 2021: 61 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings.

1,791 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

Castle Financial & Retirement Planning Associates held 61 shares of Duke Energy worth $6K as of Q4 2021.
Duke Energy was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Duke Energy made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #131 holding.
1,791 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.