Center For Asset Management’s Duke Energy DUK Stock Holding History

Center For Asset 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 Q2	–	Sell	-9,154	Closed	-$883K	–	110
2023 Q1	$883K	Buy	9,154 +157	+2%	+$15.5K	0.86%	28
2022 Q4	$927K	Buy	8,997 +1,205	+15%	+$116K	0.86%	29
2022 Q3	$725K	Buy	7,792 +1,046	+16%	+$112K	0.72%	33
2022 Q2	$723K	Buy	6,746 +4,558	+208%	+$501K	0.67%	34
2022 Q1	$244K	Buy	2,188 +281	+15%	+$29.2K	0.19%	102
2021 Q4	$200K	Buy	+1,907	New	+$193K	0.15%	121

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 $298B AUM 21.96% 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

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

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

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

Center For Asset Management's DUK Position: Q2 2023 in Review

Center For Asset Management sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 9,154 shares — an estimated $883K sold.

Center For Asset Management first reported a position in DUK in Q4 2021 and held it in 6 quarters. The position peaked at $927K in Q4 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Center For Asset Management reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Center For Asset Management sold 9,154 Duke Energy shares in Q2 2023, an estimated $883K.
Center For Asset Management first reported a position in Duke Energy in Q4 2021 and held it in 6 quarters.
Center For Asset Management's Duke Energy position peaked at $927K in Q4 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.