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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Column Capital Advisors's DUK Position: Q3 2023 in Review

Column Capital Advisors increased its Duke Energy (DUK) stake by 21% in Q3 2023, buying an estimated $27.5K and bringing the position to 1,741 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #163.

Column Capital Advisors first reported a position in DUK in Q4 2019 and has held it in 16 quarters since. The position peaked at $233K in Q1 2022. 1,787 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

Column Capital Advisors held 1,741 shares of Duke Energy worth $154K as of Q3 2023.
Column Capital Advisors bought 300 Duke Energy shares in Q3 2023, an estimated $27.5K.
Duke Energy made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #163 holding.
Column Capital Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Duke Energy position peaked at $233K in Q1 2022.
1,787 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.