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Doyle Wealth Management’s Duke Energy DUK Stock Holding History

Doyle Wealth Management’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 		$845K Buy
9,089
+248
+3% +$26.6K 0.07% 105
2022
Q2 		$948K Sell
8,841
-132
-1% -$14.5K 0.08% 107
2022
Q1 		$1M Buy
8,973
+76
+0.9% +$7.89K 0.07% 116
2021
Q4 		$933K Sell
8,897
-1,054
-11% -$107K 0.07% 116
2021
Q3 		$971K Buy
9,951
+511
+5% +$52.9K 0.08% 113
2021
Q2 		$932K Sell
9,440
-25
-0.3% -$2.51K 0.08% 114
2021
Q1 		$914K Sell
9,465
-100
-1% -$9.13K 0.09% 110
2020
Q4 		$876K Sell
9,565
-51
-0.5% -$4.72K 0.09% 109
2020
Q3 		$852K Sell
9,616
-281
-3% -$23.2K 0.1% 99
2020
Q2 		$791K Sell
9,897
-162
-2% -$13.7K 0.1% 96
2020
Q1 		$814K Buy
10,059
+496
+5% +$45.6K 0.13% 77
2019
Q4 		$872K Sell
9,563
-282
-3% -$25.9K 0.11% 89
2019
Q3 		$944K Buy
9,845
+193
+2% +$17.6K 0.13% 82
2019
Q2 		$852K Buy
9,652
+34
+0.4% +$3K 0.12% 79
2019
Q1 		$846K Sell
9,618
-832
-8% -$73.4K 0.12% 79
2018
Q4 		$902K Buy
10,450
+2,921
+39% +$249K 0.15% 72
2018
Q3 		$602K Sell
7,529
-649
-8% -$52.5K 0.09% 97
2018
Q2 		$647K Sell
8,178
-537
-6% -$41.3K 0.11% 93
2018
Q1 		$675K Sell
8,715
-937
-10% -$72.4K 0.11% 80
2017
Q4 		$812K Buy
9,652
+1,105
+13% +$96.5K 0.14% 72
2017
Q3 		$717K Buy
8,547
+2,857
+50% +$245K 0.13% 71
2017
Q2 		$476K Sell
5,690
-141
-2% -$11.9K 0.09% 91
2017
Q1 		$478K Buy
+5,831
New +$463K 0.1% 84

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

Doyle Wealth Management's DUK Position: Q3 2022 in Review

Doyle Wealth Management increased its Duke Energy (DUK) stake by 2.8% in Q3 2022, buying an estimated $26.6K and bringing the position to 9,089 shares worth $845K. The position accounts for 0.07% of the portfolio, ranked #105.

Doyle Wealth Management first reported a position in DUK in Q1 2017 and has held it in 23 quarters since. The position peaked at $1M in Q1 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Doyle Wealth Management held 9,089 shares of Duke Energy worth $845K as of Q3 2022.
  • Doyle Wealth Management bought 248 Duke Energy shares in Q3 2022, an estimated $26.6K.
  • Duke Energy made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #105 holding.
  • Doyle Wealth Management first reported a position in Duke Energy in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Duke Energy position peaked at $1M in Q1 2022.
  • 1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.