Ignite Planners’s Duke Energy DUK Stock Holding History

Ignite Planners’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	-2,382	Closed	-$204K	–	291
2023 Q3	$204K	Sell	2,382 -23	-1%	-$2.11K	0.06%	298
2023 Q2	$216K	Sell	2,405 -52	-2%	-$4.91K	0.08%	232
2023 Q1	$244K	Buy	+2,457	New	+$243K	0.1%	217
2022 Q2	–	Sell	-1,849	Closed	-$211K	–	168
2022 Q1	$211K	Buy	+1,849	New	+$192K	0.14%	173

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Ignite Planners's DUK Position: Q4 2023 in Review

Ignite Planners sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 2,382 shares — an estimated $204K sold.

Ignite Planners first reported a position in DUK in Q1 2022 and held it in 4 quarters. The position peaked at $244K in Q1 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

Ignite Planners reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 2,382 Duke Energy shares in Q4 2023, an estimated $204K.
Ignite Planners first reported a position in Duke Energy in Q1 2022 and held it in 4 quarters.
Ignite Planners's Duke Energy position peaked at $244K in Q1 2023.
1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.