Clear Perspectives Financial Planning’s Duke Energy DUK Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$30.5K	Sell	316 -3	-0.9%	-$296	0.02%	92
2022 Q4	$32.9K	Sell	319 -3	-0.9%	-$288	0.02%	98
2022 Q3	$30K	Buy	322 +296	+1,138%	+$31.8K	0.01%	104
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	191
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	196
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	205
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	192
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	186
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	172
2020 Q4	$2K	Buy	+26	New	+$2.4K	﹤0.01%	171

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's DUK Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Duke Energy (DUK) stake by 0.94% in Q1 2023, selling an estimated $296 and leaving 316 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #92.

Clear Perspectives Financial Planning first reported a position in DUK in Q4 2020 and has held it in 10 quarters since. The position peaked at $32.9K in Q4 2022. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Clear Perspectives Financial Planning held 316 shares of Duke Energy worth $30.5K as of Q1 2023.
Clear Perspectives Financial Planning sold 3 Duke Energy shares in Q1 2023, an estimated $296.
Duke Energy made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #92 holding.
Clear Perspectives Financial Planning first reported a position in Duke Energy in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Duke Energy position peaked at $32.9K in Q4 2022.
1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.