Financial Gravity Asset Management’s Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 DUKB Stock Holding History

Financial Gravity Asset Management’s Portfolio DUKB Stock Details DUKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25	Closed	-$614	–	1710
2024 Q1	$614	Buy	+25	New	+$624	﹤0.01%	1328

Other funds holding DUKB

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Financial Gravity Asset Management's DUKB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 (DUKB) in Q2 2024, closing a stake of 25 shares — an estimated $614 sold.

Financial Gravity Asset Management first reported a position in DUKB in Q1 2024 and held it in 1 quarter. The position peaked at $614 in Q1 2024. 1 fund tracked by Wall St. Rank holds DUKB as of Q2 2024.

Financial Gravity Asset Management reported no remaining Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 25 Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 shares in Q2 2024, an estimated $614.
Financial Gravity Asset Management first reported a position in Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 in Q1 2024 and held it in 1 quarter.
Financial Gravity Asset Management's Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 position peaked at $614 in Q1 2024.
1 fund tracked by Wall St. Rank held Duke Energy Corp 5.625% Junior Subordinated Debentures due 2078 as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.