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Estate Counselors’s Duke Energy DUK Stock Holding History

Estate Counselors’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
Q4 		– Sell
-591
Closed -$54K – 152
2022
Q3 		$54K Hold
591
– – 0.01% 134
2022
Q2 		$63K Hold
591
– – 0.01% 131
2022
Q1 		$65K Hold
591
– – 0.01% 141
2021
Q4 		$61K Hold
591
– – 0.01% 152
2021
Q3 		$57K Hold
591
– – 0.01% 162
2021
Q2 		$58K Hold
591
– – 0.01% 157
2021
Q1 		$57K Hold
591
– – 0.01% 153
2020
Q4 		$54K Buy
+591
New +$54.7K 0.01% 127
2020
Q3 		– Sell
-591
Closed -$47K – 123
2020
Q2 		$47K Buy
+591
New +$49.9K 0.01% 139

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Estate Counselors's DUK Position: Q4 2022 in Review

Estate Counselors sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 591 shares — an estimated $54K sold.

Estate Counselors first reported a position in DUK in Q2 2020 and held it in 9 quarters. The position peaked at $65K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Estate Counselors reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 591 Duke Energy shares in Q4 2022, an estimated $54K.
  • Estate Counselors first reported a position in Duke Energy in Q2 2020 and held it in 9 quarters.
  • Estate Counselors's Duke Energy position peaked at $65K in Q1 2022.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.