Guerra Pan Advisors’s Duke Energy DUK Stock Holding History

Guerra Pan Advisors’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 Q1	–	Sell	-2,093	Closed	-$216K	–	94
2022 Q4	$216K	Buy	+2,093	New	+$201K	0.29%	87
2022 Q3	–	Sell	-2,093	Closed	-$230K	–	90
2022 Q2	$230K	Hold	2,093	–	–	0.29%	86
2022 Q1	$237K	Buy	2,093 +100	+5%	+$10.4K	0.29%	85
2021 Q4	$209K	Buy	+1,993	New	+$202K	0.21%	104

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guerra Pan Advisors's DUK Position: Q1 2023 in Review

Guerra Pan Advisors sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 2,093 shares — an estimated $216K sold.

Guerra Pan Advisors first reported a position in DUK in Q4 2021 and held it in 4 quarters. The position peaked at $237K in Q1 2022. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Guerra Pan Advisors reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
Guerra Pan Advisors sold 2,093 Duke Energy shares in Q1 2023, an estimated $216K.
Guerra Pan Advisors first reported a position in Duke Energy in Q4 2021 and held it in 4 quarters.
Guerra Pan Advisors's Duke Energy position peaked at $237K in Q1 2022.
1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Guerra Pan Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.