Domani Wealth’s Duke Energy DUK Stock Holding History

Domani Wealth’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	$371K	Buy	3,849 +160	+4%	+$15.8K	0.09%	88
2022 Q4	$380K	Buy	3,689 +40	+1%	+$3.84K	0.1%	86
2022 Q3	$339K	Hold	3,649	–	–	0.1%	79
2022 Q2	$391K	Sell	3,649 -400	-10%	-$44K	0.11%	80
2022 Q1	$452K	Buy	4,049 +132	+3%	+$13.7K	0.1%	86
2021 Q4	$411K	Buy	3,917 +1,194	+44%	+$121K	0.08%	89
2021 Q3	$266K	Sell	2,723 -12	-0.4%	-$1.24K	0.06%	102
2021 Q2	$270K	Hold	2,735	–	–	0.05%	106
2021 Q1	$264K	Hold	2,735	–	–	0.05%	117
2020 Q4	$250K	Buy	2,735 +12	+0.4%	+$1.11K	0.05%	112
2020 Q3	$241K	Hold	2,723	–	–	0.05%	110
2020 Q2	$218K	Hold	2,723	–	–	0.05%	118
2020 Q1	$220K	Sell	2,723 -209	-7%	-$19.2K	0.06%	116
2019 Q4	$267K	Buy	2,932 +9	+0.3%	+$825	0.09%	96
2019 Q3	$280K	Buy	2,923 +8	+0.3%	+$728	0.1%	88
2019 Q2	$257K	Buy	2,915 +9	+0.3%	+$795	0.1%	88
2019 Q1	$262K	Buy	+2,906	New	+$256K	0.11%	92

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

Domani Wealth's DUK Position: Q1 2023 in Review

Domani Wealth increased its Duke Energy (DUK) stake by 4.3% in Q1 2023, buying an estimated $15.8K and bringing the position to 3,849 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #88.

Domani Wealth first reported a position in DUK in Q1 2019 and has held it in 17 quarters since. The position peaked at $452K in Q1 2022. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Domani Wealth held 3,849 shares of Duke Energy worth $371K as of Q1 2023.
Domani Wealth bought 160 Duke Energy shares in Q1 2023, an estimated $15.8K.
Duke Energy made up 0.09% of Domani Wealth's portfolio in Q1 2023, its #88 holding.
Domani Wealth first reported a position in Duke Energy in Q1 2019 and has held it in 17 quarters since.
Domani Wealth's Duke Energy position peaked at $452K in Q1 2022.
1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.