First Capital Advisors Group’s Duke Energy DUK Stock Holding History

First Capital Advisors 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
2023 Q2	$3.23K	Buy	+36	New	+$3.4K	﹤0.01%	732
2018 Q2	–	Sell	-423	Closed	-$33K	–	322
2018 Q1	$33K	Buy	+423	New	+$32.7K	0.02%	331

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Capital Advisors Group's DUK Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Duke Energy (DUK) in Q2 2023: 36 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in DUK as recently as Q1 2018.

First Capital Advisors Group first reported a position in DUK in Q1 2018 and has held it in 2 quarters since. The position peaked at $33K in Q1 2018. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

First Capital Advisors Group held 36 shares of Duke Energy worth $3.23K as of Q2 2023.
Duke Energy was a new First Capital Advisors Group position in Q2 2023.
Duke Energy made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #732 holding.
First Capital Advisors Group first reported a position in Duke Energy in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Duke Energy position peaked at $33K in Q1 2018.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.