GI
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GS Investments’s Duke Energy DUK Stock Holding History

GS Investments’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
-32
Closed -$3.09K – 146
2023
Q1 		$3.09K Hold
32
– – ﹤0.01% 137
2022
Q4 		$3.3K Hold
32
– – ﹤0.01% 135
2022
Q3 		$3K Hold
32
– – ﹤0.01% 132
2022
Q2 		$4K Hold
32
– – ﹤0.01% 132
2022
Q1 		$4K Buy
+32
New +$3.32K ﹤0.01% 134

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

GS Investments's DUK Position: Q2 2023 in Review

GS Investments sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 32 shares — an estimated $3.09K sold.

GS Investments first reported a position in DUK in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • GS Investments reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • GS Investments sold 32 Duke Energy shares in Q2 2023, an estimated $3.09K.
  • GS Investments first reported a position in Duke Energy in Q1 2022 and held it in 5 quarters.
  • GS Investments's Duke Energy position peaked at $4K in Q2 2022.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on GS Investments's 13F filing for Q2 2023, filed 4 Aug 2023.