Core Wealth Partners’s Duke Energy DUK Stock Holding History

Core Wealth Partners’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	–	Sell	-4,188	Closed	-$827K	–	119
2022 Q4	$827K	Buy	+4,188	New	+$402K	0.93%	32

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

Core Wealth Partners's DUK Position: Q1 2023 in Review

Core Wealth Partners sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 4,188 shares — an estimated $827K sold.

Core Wealth Partners first reported a position in DUK in Q4 2022 and held it in 1 quarter. The position peaked at $827K in Q4 2022. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Core Wealth Partners reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 4,188 Duke Energy shares in Q1 2023, an estimated $827K.
Core Wealth Partners first reported a position in Duke Energy in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Duke Energy position peaked at $827K in Q4 2022.
1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.