Interactive Financial Advisors’s Duke Energy DUK Stock Holding History

Interactive Financial 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	-75	Closed	-$7.72K	–	98
2022 Q4	$7.72K	Hold	75	–	–	﹤0.01%	156
2022 Q3	$7K	Hold	75	–	–	﹤0.01%	155
2022 Q2	$8K	Hold	75	–	–	﹤0.01%	139
2022 Q1	$8K	Hold	75	–	–	﹤0.01%	153
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	151
2021 Q3	$7K	Buy	+75	New	+$7.76K	﹤0.01%	162
2016 Q4	–	Sell	-41	Closed	-$3K	–	110
2016 Q3	$3K	Hold	41	–	–	﹤0.01%	101
2016 Q2	$4K	Hold	41	–	–	﹤0.01%	84
2016 Q1	$3K	Hold	41	–	–	﹤0.01%	84
2015 Q4	$3K	Hold	41	–	–	﹤0.01%	94
2015 Q3	$3K	Hold	41	–	–	﹤0.01%	87
2015 Q2	$3K	Buy	+41	New	+$3.1K	﹤0.01%	93

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Interactive Financial Advisors's DUK Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 75 shares — an estimated $7.72K sold.

Interactive Financial Advisors first reported a position in DUK in Q2 2015 and held it in 12 quarters. The position peaked at $8K in Q2 2022. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Interactive Financial Advisors reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 75 Duke Energy shares in Q1 2023, an estimated $7.72K.
Interactive Financial Advisors first reported a position in Duke Energy in Q2 2015 and held it in 12 quarters.
Interactive Financial Advisors's Duke Energy position peaked at $8K in Q2 2022.
1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.