Financial Partners Capital Management’s Duke Energy DUK Stock Holding History

Financial Partners Capital 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 Q4	$1.29M	Buy	12,499 +70	+0.6%	+$6.72K	0.29%	74
2022 Q3	$1.16M	Sell	12,429 -25	-0.2%	-$2.69K	0.27%	77
2022 Q2	$1.34M	Sell	12,454 -115	-0.9%	-$12.6K	0.29%	77
2022 Q1	$1.4M	Buy	12,569 +350	+3%	+$36.4K	0.26%	76
2021 Q4	$1.28M	Buy	12,219 +415	+4%	+$42.1K	0.23%	77
2021 Q3	$1.15M	Buy	11,804 +1,335	+13%	+$138K	0.21%	75
2021 Q2	$1.03M	Buy	10,469 +645	+7%	+$64.8K	0.19%	71
2021 Q1	$948K	Buy	9,824 +5,310	+118%	+$485K	0.19%	70
2020 Q4	$413K	Buy	+4,514	New	+$418K	0.09%	81

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Partners Capital Management's DUK Position: Q4 2022 in Review

Financial Partners Capital Management increased its Duke Energy (DUK) stake by 0.56% in Q4 2022, buying an estimated $6.72K and bringing the position to 12,499 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #74.

Financial Partners Capital Management first reported a position in DUK in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Financial Partners Capital Management held 12,499 shares of Duke Energy worth $1.29M as of Q4 2022.
Financial Partners Capital Management bought 70 Duke Energy shares in Q4 2022, an estimated $6.72K.
Duke Energy made up 0.29% of Financial Partners Capital Management's portfolio in Q4 2022, its #74 holding.
Financial Partners Capital Management first reported a position in Duke Energy in Q4 2020 and has held it in 9 quarters since.
Financial Partners Capital Management's Duke Energy position peaked at $1.4M in Q1 2022.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.