Garda Capital Partners’s Duke Energy DUK Stock Holding History

Garda Capital Partners’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	–	Sell	-2,360	Closed	-$228K	–	378
2023 Q1	$228K	Buy	+2,360	New	+$233K	0.01%	306

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Garda Capital Partners's DUK Position: Q2 2023 in Review

Garda Capital Partners sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 2,360 shares — an estimated $228K sold.

Garda Capital Partners first reported a position in DUK in Q1 2023 and held it in 1 quarter. The position peaked at $228K in Q1 2023. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Garda Capital Partners reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Garda Capital Partners sold 2,360 Duke Energy shares in Q2 2023, an estimated $228K.
Garda Capital Partners first reported a position in Duke Energy in Q1 2023 and held it in 1 quarter.
Garda Capital Partners's Duke Energy position peaked at $228K in Q1 2023.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Garda Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.