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Horizons Wealth Management’s Duke Energy DUK Stock Holding History

Horizons 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
Q3 		– Sell
-77
Closed -$6.91K – 198
2023
Q2 		$6.91K Buy
77
+29
+60% +$2.74K ﹤0.01% 163
2023
Q1 		$4.63K Sell
48
-96
-67% -$9.48K ﹤0.01% 144
2022
Q4 		$15K Hold
144
– – 0.01% 122
2022
Q3 		$13K Hold
144
– – 0.01% 114
2022
Q2 		$16K Buy
+144
New +$15.8K 0.01% 113

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizons Wealth Management's DUK Position: Q3 2023 in Review

Horizons Wealth Management sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 77 shares — an estimated $6.91K sold.

Horizons Wealth Management first reported a position in DUK in Q2 2022 and held it in 5 quarters. The position peaked at $16K in Q2 2022. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Horizons Wealth Management reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 77 Duke Energy shares in Q3 2023, an estimated $6.91K.
  • Horizons Wealth Management first reported a position in Duke Energy in Q2 2022 and held it in 5 quarters.
  • Horizons Wealth Management's Duke Energy position peaked at $16K in Q2 2022.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.