CFM Wealth Partners’s Duke Energy DUK Stock Holding History

CFM Wealth Partners’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	-2,079	Closed	-$201K	–	165
2023 Q1	$201K	Hold	2,079	–	–	0.05%	153
2022 Q4	$214K	Sell	2,079 -109	-5%	-$10.5K	0.06%	151
2022 Q3	$204K	Hold	2,188	–	–	0.07%	148
2022 Q2	$235K	Sell	2,188 -100	-4%	-$11K	0.07%	149
2022 Q1	$255K	Hold	2,288	–	–	0.06%	158
2021 Q4	$237K	Hold	2,288	–	–	0.05%	163
2021 Q3	$223K	Hold	2,288	–	–	0.06%	172
2021 Q2	$226K	Hold	2,288	–	–	0.06%	160
2021 Q1	$221K	Buy	2,288 +24	+1%	+$2.19K	0.07%	156
2020 Q4	$207K	Buy	+2,264	New	+$209K	0.07%	154
2020 Q3	–	Sell	-2,118	Closed	-$169K	–	244
2020 Q2	$169K	Buy	2,118 +90	+4%	+$7.61K	0.06%	164
2020 Q1	$164K	Buy	2,028 +293	+17%	+$26.9K	0.08%	152
2019 Q4	$162K	Buy	+1,735	New	+$159K	0.06%	164

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

CFM Wealth Partners's DUK Position: Q2 2023 in Review

CFM Wealth Partners sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 2,079 shares — an estimated $201K sold.

CFM Wealth Partners first reported a position in DUK in Q4 2019 and held it in 13 quarters. The position peaked at $255K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

CFM Wealth Partners reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
CFM Wealth Partners sold 2,079 Duke Energy shares in Q2 2023, an estimated $201K.
CFM Wealth Partners first reported a position in Duke Energy in Q4 2019 and held it in 13 quarters.
CFM Wealth Partners's Duke Energy position peaked at $255K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on CFM Wealth Partners's 13F filing for Q2 2023, filed 14 Jul 2023.