FourThought Financial’s Duke Energy DUK Stock Holding History

FourThought Financial’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	$2.17M	Buy	23,345 +757	+3%	+$81.3K	0.32%	76
2022 Q2	$2.42M	Buy	22,588 +1,302	+6%	+$143K	0.35%	68
2022 Q1	$2.37M	Buy	21,286 +1,574	+8%	+$163K	0.3%	78
2021 Q4	$2.07M	Buy	19,712 +1,205	+7%	+$122K	0.26%	80
2021 Q3	$1.81M	Buy	18,507 +840	+5%	+$87K	0.24%	84
2021 Q2	$1.74M	Buy	17,667 +464	+3%	+$46.6K	0.23%	86
2021 Q1	$1.66M	Buy	17,203 +158	+0.9%	+$14.4K	0.24%	80
2020 Q4	$1.56M	Buy	+17,045	New	+$1.58M	0.25%	75

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FourThought Financial's DUK Position: Q3 2022 in Review

FourThought Financial increased its Duke Energy (DUK) stake by 3.4% in Q3 2022, buying an estimated $81.3K and bringing the position to 23,345 shares worth $2.17M. The position accounts for 0.32% of the portfolio, ranked #76.

FourThought Financial first reported a position in DUK in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.42M in Q2 2022. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

FourThought Financial held 23,345 shares of Duke Energy worth $2.17M as of Q3 2022.
FourThought Financial bought 757 Duke Energy shares in Q3 2022, an estimated $81.3K.
Duke Energy made up 0.32% of FourThought Financial's portfolio in Q3 2022, its #76 holding.
FourThought Financial first reported a position in Duke Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Duke Energy position peaked at $2.42M in Q2 2022.
1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.