First Fiduciary Investment Counsel’s Duke Energy DUK Stock Holding History

First Fiduciary Investment Counsel’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 Q3	–	Sell	-64,665	Closed	-$5.8M	–	62
2023 Q2	$5.8M	Buy	64,665 +1,207	+2%	+$114K	1.26%	34
2023 Q1	$6.12M	Sell	63,458 -682	-1%	-$67.4K	1.36%	36
2022 Q4	$6.61M	Buy	64,140 +1,076	+2%	+$103K	1.45%	33
2022 Q3	$5.87M	Buy	63,064 +2,441	+4%	+$262K	1.47%	33
2022 Q2	$6.5M	Sell	60,623 -288	-0.5%	-$31.7K	1.47%	32
2022 Q1	$6.8M	Buy	60,911 +434	+0.7%	+$45.1K	1.33%	34
2021 Q4	$6.34M	Buy	60,477 +1,443	+2%	+$146K	1.13%	33
2021 Q3	$5.76M	Sell	59,034 -2,471	-4%	-$256K	1.12%	33
2021 Q2	$6.07M	Sell	61,505 -11,453	-16%	-$1.15M	1.16%	34
2021 Q1	$7.04M	Buy	72,958 +182	+0.3%	+$16.6K	1.34%	27
2020 Q4	$6.66M	Buy	72,776 +1,728	+2%	+$160K	1.25%	30
2020 Q3	$6.29M	Buy	71,048 +4,096	+6%	+$338K	1.31%	28
2020 Q2	$5.35M	Sell	66,952 -6,190	-8%	-$523K	0.94%	37
2020 Q1	$5.92M	Buy	73,142 +45,621	+166%	+$4.19M	1.57%	25
2019 Q4	$2.51M	Buy	+27,521	New	+$2.52M	0.47%	33
2014 Q1	–	Sell	-111,418	Closed	-$7.69M	–	44
2013 Q4	$7.69M	Buy	111,418 +2,340	+2%	+$164K	1.79%	34
2013 Q3	$7.28M	Buy	109,078 +1,065	+1%	+$72.7K	1.85%	33
2013 Q2	$7.29M	Buy	+108,013	New	+$7.63M	1.91%	33

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Fiduciary Investment Counsel's DUK Position: Q3 2023 in Review

First Fiduciary Investment Counsel sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 64,665 shares — an estimated $5.8M sold.

First Fiduciary Investment Counsel first reported a position in DUK in Q2 2013 and held it in 18 quarters. The position peaked at $7.69M in Q4 2013. 1,786 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

First Fiduciary Investment Counsel reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
First Fiduciary Investment Counsel sold 64,665 Duke Energy shares in Q3 2023, an estimated $5.8M.
First Fiduciary Investment Counsel first reported a position in Duke Energy in Q2 2013 and held it in 18 quarters.
First Fiduciary Investment Counsel's Duke Energy position peaked at $7.69M in Q4 2013.
1,786 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on First Fiduciary Investment Counsel's 13F filing for Q3 2023, filed 7 Nov 2023.