DeDora Capital’s Duke Energy DUK Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-362	Closed	-$40K	–	186
2022 Q1	$40K	Buy	+362	New	+$37.6K	0.02%	178

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DeDora Capital's DUK Position: Q2 2022 in Review

DeDora Capital sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 362 shares — an estimated $40K sold.

DeDora Capital first reported a position in DUK in Q1 2022 and held it in 1 quarter. The position peaked at $40K in Q1 2022. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

DeDora Capital reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 362 Duke Energy shares in Q2 2022, an estimated $40K.
DeDora Capital first reported a position in Duke Energy in Q1 2022 and held it in 1 quarter.
DeDora Capital's Duke Energy position peaked at $40K in Q1 2022.
1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.