Column Capital Advisors’s Duke Energy DUK Stock Holding History

Column Capital 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	$154K	Buy	1,741 +300	+21%	+$27.5K	0.02%	163
2023 Q2	$129K	Hold	1,441	–	–	0.02%	193
2023 Q1	$139K	Sell	1,441 -667	-32%	-$65.9K	0.02%	185
2022 Q4	$217K	Hold	2,108	–	–	0.04%	118
2022 Q3	$196K	Buy	2,108 +21	+1%	+$2.25K	0.04%	122
2022 Q2	$224K	Hold	2,087	–	–	0.04%	107
2022 Q1	$233K	Sell	2,087 -13	-0.6%	-$1.35K	0.04%	121
2021 Q4	$220K	Buy	2,100 +13	+0.6%	+$1.32K	0.04%	127
2021 Q3	$204K	Hold	2,087	–	–	0.04%	119
2021 Q2	$206K	Sell	2,087 -100	-5%	-$10K	0.04%	117
2021 Q1	$211K	Hold	2,187	–	–	0.05%	113
2020 Q4	$200K	Hold	2,187	–	–	0.05%	105
2020 Q3	$194K	Sell	2,187 -44	-2%	-$3.63K	0.06%	93
2020 Q2	$178K	Sell	2,231 -30	-1%	-$2.54K	0.06%	101
2020 Q1	$183K	Sell	2,261 -106	-4%	-$9.74K	0.07%	75
2019 Q4	$215K	Buy	+2,367	New	+$217K	0.11%	82

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

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 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