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CFO4Life’s Duke Energy DUK Stock Holding History

CFO4Life’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 		$401K Buy
+3,898
New +$374K 0.09% 116
2016
Q4 		$318K Buy
4,102
+1,512
+58% +$116K 0.26% 65
2016
Q3 		$207K Sell
2,590
-279
-10% -$23.1K 0.18% 77
2016
Q2 		$246K Buy
+2,869
New +$229K 0.21% 77

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFO4Life's DUK Position: Q4 2022 in Review

CFO4Life opened a new position in Duke Energy (DUK) in Q4 2022: 3,898 shares worth $401K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings. This is a return to the name: CFO4Life previously reported a position in DUK as recently as Q4 2016.

CFO4Life first reported a position in DUK in Q2 2016 and has held it in 4 quarters since. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • CFO4Life held 3,898 shares of Duke Energy worth $401K as of Q4 2022.
  • Duke Energy was a new CFO4Life position in Q4 2022.
  • Duke Energy made up 0.09% of CFO4Life's portfolio in Q4 2022, its #116 holding.
  • CFO4Life first reported a position in Duke Energy in Q2 2016 and has held it in 4 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.