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Independent Solutions Wealth Management’s Duke Energy DUK Stock Holding History

Independent Solutions 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
2022
Q3 		– Sell
-2,208
Closed -$237K – 213
2022
Q2 		$237K Buy
+2,208
New +$243K 0.07% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Solutions Wealth Management's DUK Position: Q3 2022 in Review

Independent Solutions Wealth Management sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 2,208 shares — an estimated $237K sold.

Independent Solutions Wealth Management first reported a position in DUK in Q2 2022 and held it in 1 quarter. The position peaked at $237K in Q2 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Independent Solutions Wealth Management reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,208 Duke Energy shares in Q3 2022, an estimated $237K.
  • Independent Solutions Wealth Management first reported a position in Duke Energy in Q2 2022 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Duke Energy position peaked at $237K in Q2 2022.
  • 1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2022, filed 19 Dec 2024.