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Hibernia Wealth Partners’s Duke Energy DUK Stock Holding History

Hibernia Wealth 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
Q4 		– Sell
-236
Closed -$20.8K – 137
2023
Q3 		$20.8K Buy
+236
New +$21.6K 0.02% 125

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hibernia Wealth Partners's DUK Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 236 shares — an estimated $20.8K sold.

Hibernia Wealth Partners first reported a position in DUK in Q3 2023 and held it in 1 quarter. The position peaked at $20.8K in Q3 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 236 Duke Energy shares in Q4 2023, an estimated $20.8K.
  • Hibernia Wealth Partners first reported a position in Duke Energy in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Duke Energy position peaked at $20.8K in Q3 2023.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.