Credential Qtrade Securities’s Duke Energy DUK Stock Holding History

Credential Qtrade Securities’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 Q2	–	Sell	-31	Closed	-$2.99K	–	392
2023 Q1	$2.99K	Buy	+31	New	+$3.06K	﹤0.01%	339
2020 Q2	–	Sell	-7,820	Closed	-$632K	–	294
2020 Q1	$632K	Sell	7,820 -164	-2%	-$15.1K	0.1%	104
2019 Q4	$728K	Buy	7,984 +46	+0.6%	+$4.22K	0.1%	111
2019 Q3	$761K	Sell	7,938 -415	-5%	-$37.8K	0.12%	109
2019 Q2	$737K	Buy	8,353 +210	+3%	+$18.6K	0.12%	106
2019 Q1	$733K	Sell	8,143 -574	-7%	-$50.6K	0.14%	103
2018 Q4	$752K	Sell	8,717 -192	-2%	-$16.3K	0.17%	87
2018 Q3	$713K	Buy	+8,909	New	+$720K	0.14%	98

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credential Qtrade Securities's DUK Position: Q2 2023 in Review

Credential Qtrade Securities sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 31 shares — an estimated $2.99K sold.

Credential Qtrade Securities first reported a position in DUK in Q3 2018 and held it in 8 quarters. The position peaked at $761K in Q3 2019. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Credential Qtrade Securities reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Credential Qtrade Securities sold 31 Duke Energy shares in Q2 2023, an estimated $2.99K.
Credential Qtrade Securities first reported a position in Duke Energy in Q3 2018 and held it in 8 quarters.
Credential Qtrade Securities's Duke Energy position peaked at $761K in Q3 2019.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.