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Clearview Wealth Advisors’s Duke Energy DUK Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-441
Closed -$39.6K – 249
2023
Q2 		$39.6K Sell
441
-194
-31% -$18.3K 0.04% 209
2023
Q1 		$61.3K Buy
635
+3
+0.5% +$296 0.06% 187
2022
Q4 		$65.1K Buy
632
+57
+10% +$5.47K 0.05% 153
2022
Q3 		$54K Sell
575
-177
-24% -$19K 0.04% 160
2022
Q2 		$81K Sell
752
-82
-10% -$9.02K 0.06% 139
2022
Q1 		$93K Sell
834
-423
-34% -$43.9K 0.06% 142
2021
Q4 		$132K Sell
1,257
-116
-8% -$11.8K 0.08% 133
2021
Q3 		$134K Buy
1,373
+254
+23% +$26.3K 0.08% 136
2021
Q2 		$111K Buy
1,119
+363
+48% +$36.5K 0.07% 150
2021
Q1 		$73K Buy
756
+58
+8% +$5.29K 0.05% 195
2020
Q4 		$64K Buy
+698
New +$64.6K 0.04% 177

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's DUK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 441 shares — an estimated $39.6K sold.

Clearview Wealth Advisors first reported a position in DUK in Q4 2020 and held it in 11 quarters. The position peaked at $134K in Q3 2021. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 441 Duke Energy shares in Q3 2023, an estimated $39.6K.
  • Clearview Wealth Advisors first reported a position in Duke Energy in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Duke Energy position peaked at $134K in Q3 2021.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.