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Dowling & Yahnke’s Duke Energy DUK Stock Holding History

Dowling & Yahnke’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
Q3 		$224K Buy
2,408
+167
+7% +$17.9K 0.01% 339
2022
Q2 		$240K Sell
2,241
-47
-2% -$5.17K 0.01% 333
2022
Q1 		$255K Buy
2,288
+241
+12% +$25K 0.01% 332
2021
Q4 		$215K Sell
2,047
-100
-5% -$10.1K 0.01% 362
2021
Q3 		$210K Buy
+2,147
New +$222K 0.01% 355

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dowling & Yahnke's DUK Position: Q3 2022 in Review

Dowling & Yahnke increased its Duke Energy (DUK) stake by 7.5% in Q3 2022, buying an estimated $17.9K and bringing the position to 2,408 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #339.

Dowling & Yahnke first reported a position in DUK in Q3 2021 and has held it in 5 quarters since. The position peaked at $255K in Q1 2022. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Dowling & Yahnke held 2,408 shares of Duke Energy worth $224K as of Q3 2022.
  • Dowling & Yahnke bought 167 Duke Energy shares in Q3 2022, an estimated $17.9K.
  • Duke Energy made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #339 holding.
  • Dowling & Yahnke first reported a position in Duke Energy in Q3 2021 and has held it in 5 quarters since.
  • Dowling & Yahnke's Duke Energy position peaked at $255K in Q1 2022.
  • 1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.