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Graham Capital Wealth Management’s Duke Energy DUK Stock Holding History

Graham Capital Wealth Management’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
-806
Closed -$778K – 66
2023
Q1 		$778K Buy
+806
New +$79.6K 0.11% 81
2022
Q1 		– Sell
-11,511
Closed -$1.19M – 113
2021
Q4 		$1.19M Buy
+11,511
New +$1.17M 0.97% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Graham Capital Wealth Management's DUK Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 806 shares — an estimated $778K sold.

Graham Capital Wealth Management first reported a position in DUK in Q4 2021 and held it in 2 quarters. The position peaked at $1.19M in Q4 2021. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 806 Duke Energy shares in Q2 2023, an estimated $778K.
  • Graham Capital Wealth Management first reported a position in Duke Energy in Q4 2021 and held it in 2 quarters.
  • Graham Capital Wealth Management's Duke Energy position peaked at $1.19M in Q4 2021.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.