First Command Financial Services’s Duke Energy DUK Stock Holding History

First Command Financial Services’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	$675K	Sell	7,525 -331	-4%	-$31.2K	0.06%	74
2023 Q1	$758K	Buy	7,856 +478	+6%	+$47.2K	0.08%	67
2022 Q4	$760K	Hold	7,378	–	–	0.1%	60
2022 Q3	$686K	Buy	7,378 +490	+7%	+$52.6K	0.1%	62
2022 Q2	$738K	Buy	6,888 +10	+0.1%	+$1.1K	0.11%	63
2022 Q1	$768K	Buy	6,878 +253	+4%	+$26.3K	0.11%	65
2021 Q4	$695K	Buy	6,625 +274	+4%	+$27.8K	0.1%	68
2021 Q3	$620K	Buy	6,351 +317	+5%	+$32.8K	0.11%	75
2021 Q2	$596K	Buy	6,034 +326	+6%	+$32.8K	0.07%	78
2021 Q1	$551K	Buy	5,708 +158	+3%	+$14.4K	0.12%	76
2020 Q4	$508K	Buy	5,550 +624	+13%	+$57.7K	0.12%	73
2020 Q3	$436K	Sell	4,926 -46	-0.9%	-$3.79K	0.12%	74
2020 Q2	$397K	Hold	4,972	–	–	0.13%	73
2020 Q1	$402K	Hold	4,972	–	–	0.22%	72
2019 Q4	$453K	Sell	4,972 -532	-10%	-$48.8K	0.21%	73
2019 Q3	$528K	Buy	5,504 +788	+17%	+$71.7K	0.27%	60
2019 Q2	$416K	Buy	4,716 +718	+18%	+$63.5K	0.21%	74
2019 Q1	$360K	Buy	3,998 +448	+13%	+$39.5K	0.18%	79
2018 Q4	$306K	Buy	3,550 +847	+31%	+$72.1K	0.16%	79
2018 Q3	$216K	Sell	2,703 -157	-5%	-$12.7K	0.06%	110
2018 Q2	$227K	Buy	2,860 +3	+0.1%	+$231	0.07%	110
2018 Q1	$222K	Sell	2,857 -564	-16%	-$43.6K	0.01%	103
2017 Q4	$288K	Sell	3,421 -297	-8%	-$25.9K	0.16%	83
2017 Q3	$312K	Buy	3,718 +127	+4%	+$10.9K	0.19%	73
2017 Q2	$300K	Buy	3,591 +100	+3%	+$8.41K	0.2%	73
2017 Q1	$286K	Buy	3,491 +100	+3%	+$7.95K	0.2%	73
2016 Q4	$263K	Buy	+3,391	New	+$260K	0.21%	79

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 Command Financial Services's DUK Position: Q2 2023 in Review

First Command Financial Services reduced its Duke Energy (DUK) stake by 4.2% in Q2 2023, selling an estimated $31.2K and leaving 7,525 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #74.

First Command Financial Services first reported a position in DUK in Q4 2016 and has held it in 27 quarters since. The position peaked at $768K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

First Command Financial Services held 7,525 shares of Duke Energy worth $675K as of Q2 2023.
First Command Financial Services sold 331 Duke Energy shares in Q2 2023, an estimated $31.2K.
Duke Energy made up 0.06% of First Command Financial Services's portfolio in Q2 2023, its #74 holding.
First Command Financial Services first reported a position in Duke Energy in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's Duke Energy position peaked at $768K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.