Catalyst Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Other funds holding DUK
Catalyst Wealth Management's DUK Position: Q1 2023 in Review
Catalyst Wealth Management increased its Duke Energy (DUK) stake by 31% in Q1 2023, buying an estimated $170K and bringing the position to 7,288 shares worth $703K. The position accounts for 0.66% of the portfolio, ranked #65.
Catalyst Wealth Management first reported a position in DUK in Q4 2022 and has held it in 2 quarters since. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.
- Catalyst Wealth Management held 7,288 shares of Duke Energy worth $703K as of Q1 2023.
- Catalyst Wealth Management bought 1,721 Duke Energy shares in Q1 2023, an estimated $170K.
- Duke Energy made up 0.66% of Catalyst Wealth Management's portfolio in Q1 2023, its #65 holding.
- Catalyst Wealth Management first reported a position in Duke Energy in Q4 2022 and has held it in 2 quarters since.
- 1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.