Inverness Counsel’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$260K Buy
2,798
+781
+39% +$83.9K 0.01% 164
2022
Q2
$216K Buy
+2,017
New +$222K 0.01% 162

Other funds holding DUK

Inverness Counsel's DUK Position: Q3 2022 in Review

Inverness Counsel increased its Duke Energy (DUK) stake by 39% in Q3 2022, buying an estimated $83.9K and bringing the position to 2,798 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #164.

Inverness Counsel first reported a position in DUK in Q2 2022 and has held it in 2 quarters since. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Inverness Counsel held 2,798 shares of Duke Energy worth $260K as of Q3 2022.
  • Inverness Counsel bought 781 Duke Energy shares in Q3 2022, an estimated $83.9K.
  • Duke Energy made up 0.01% of Inverness Counsel's portfolio in Q3 2022, its #164 holding.
  • Inverness Counsel first reported a position in Duke Energy in Q2 2022 and has held it in 2 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.