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Foresight Capital Management Advisors’s Duke Energy DUK Stock Holding History

Foresight Capital Management Advisors’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
Q3 		$1.81M Sell
19,414
-582
-3% -$62.5K 3.11% 13
2022
Q2 		$2.14M Sell
19,996
-361
-2% -$39.7K 3.28% 7
2022
Q1 		$2.27M Buy
20,357
+787
+4% +$81.7K 2.54% 13
2021
Q4 		$2.05M Buy
+19,570
New +$1.98M 2% 23

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foresight Capital Management Advisors's DUK Position: Q3 2022 in Review

Foresight Capital Management Advisors reduced its Duke Energy (DUK) stake by 2.9% in Q3 2022, selling an estimated $62.5K and leaving 19,414 shares worth $1.81M. The position accounts for 3.11% of the portfolio, ranked #13.

Foresight Capital Management Advisors first reported a position in DUK in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.27M in Q1 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Foresight Capital Management Advisors held 19,414 shares of Duke Energy worth $1.81M as of Q3 2022.
  • Foresight Capital Management Advisors sold 582 Duke Energy shares in Q3 2022, an estimated $62.5K.
  • Duke Energy made up 3.11% of Foresight Capital Management Advisors's portfolio in Q3 2022, its #13 holding.
  • Foresight Capital Management Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 4 quarters since.
  • Foresight Capital Management Advisors's Duke Energy position peaked at $2.27M in Q1 2022.
  • 1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.