Financial Enhancement Group’s Duke Energy DUK Stock Holding History

Financial Enhancement Group’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	-273	Closed	-$25K	–	168
2022 Q3	$25K	Hold	273	–	–	0.01%	157
2022 Q2	$29K	Hold	273	–	–	0.01%	149
2022 Q1	$30K	Hold	273	–	–	0.01%	153
2021 Q4	$29K	Hold	273	–	–	0.01%	161
2021 Q3	$27K	Buy	273 +140	+105%	+$14.5K	0.01%	161
2021 Q2	$13K	Sell	133 -304	-70%	-$30.5K	﹤0.01%	175
2021 Q1	$42K	Hold	437	–	–	0.01%	126
2020 Q4	$40K	Buy	437 +268	+159%	+$24.8K	0.01%	148
2020 Q3	$15K	Hold	169	–	–	﹤0.01%	159
2020 Q2	$14K	Hold	169	–	–	﹤0.01%	172
2020 Q1	$14K	Hold	169	–	–	﹤0.01%	180
2019 Q4	$15K	Hold	169	–	–	﹤0.01%	175
2019 Q3	$16K	Hold	169	–	–	﹤0.01%	176
2019 Q2	$15K	Hold	169	–	–	﹤0.01%	178
2019 Q1	$15K	Buy	169 +36	+27%	+$3.17K	﹤0.01%	195
2018 Q4	$11K	Hold	133	–	–	﹤0.01%	183
2018 Q3	$11K	Hold	133	–	–	﹤0.01%	183
2018 Q2	$11K	Sell	133 -105	-44%	-$8.08K	﹤0.01%	173
2018 Q1	$18K	Buy	+238	New	+$18.4K	0.01%	158

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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