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Fort Pitt Capital Group’s Duke Energy DUK Stock Holding History

Fort Pitt Capital 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
2022
Q3 		– Sell
-15,187
Closed -$1.63M – 121
2022
Q2 		$1.63M Buy
15,187
+5,392
+55% +$593K 0.07% 68
2022
Q1 		$1.09M Buy
9,795
+2,376
+32% +$247K 0.04% 78
2021
Q4 		$778K Buy
+7,419
New +$752K 0.03% 93
2021
Q3 		– Sell
-70,089
Closed -$6.92M – 139
2021
Q2 		$6.92M Buy
70,089
+2,335
+3% +$235K 0.28% 55
2021
Q1 		$6.54M Buy
67,754
+8,518
+14% +$777K 0.29% 53
2020
Q4 		$5.42M Buy
59,236
+7,279
+14% +$673K 0.26% 53
2020
Q3 		$4.6M Buy
51,957
+2,917
+6% +$240K 0.26% 58
2020
Q2 		$3.92M Buy
49,040
+1,026
+2% +$86.7K 0.23% 66
2020
Q1 		$3.88M Sell
48,014
-23,701
-33% -$2.18M 0.27% 64
2019
Q4 		$6.54M Buy
71,715
+4,112
+6% +$377K 0.37% 50
2019
Q3 		$6.48M Buy
+67,603
New +$6.15M 0.39% 48
2019
Q2 		– Sell
-3,652
Closed -$329K – 131
2019
Q1 		$329K Sell
3,652
-115
-3% -$10.1K 0.02% 108
2018
Q4 		$325K Buy
3,767
+1,149
+44% +$97.8K 0.03% 127
2018
Q3 		$209K Buy
2,618
+2
+0.1% +$162 0.02% 134
2018
Q2 		$207K Sell
2,616
-2,825
-52% -$217K 0.02% 129
2018
Q1 		$422K Buy
+5,441
New +$421K 0.03% 90

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fort Pitt Capital Group's DUK Position: Q3 2022 in Review

Fort Pitt Capital Group sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 15,187 shares — an estimated $1.63M sold.

Fort Pitt Capital Group first reported a position in DUK in Q1 2018 and held it in 16 quarters. The position peaked at $6.92M in Q2 2021. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Fort Pitt Capital Group reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
  • Fort Pitt Capital Group sold 15,187 Duke Energy shares in Q3 2022, an estimated $1.63M.
  • Fort Pitt Capital Group first reported a position in Duke Energy in Q1 2018 and held it in 16 quarters.
  • Fort Pitt Capital Group's Duke Energy position peaked at $6.92M in Q2 2021.
  • 1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Fort Pitt Capital Group's 13F filing for Q3 2022, filed 8 Nov 2022.