Investmark Advisory Group’s Duke Energy DUK Stock Holding History

Investmark Advisory Group’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	-2,128	Closed	-$219K	–	102
2022 Q4	$219K	Buy	+2,128	New	+$204K	0.16%	95
2022 Q2	–	Sell	-2,362	Closed	-$263K	–	90
2022 Q1	$263K	Sell	2,362 -92	-4%	-$9.55K	0.27%	71
2021 Q4	$257K	Buy	+2,454	New	+$249K	0.24%	74

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investmark Advisory Group's DUK Position: Q1 2023 in Review

Investmark Advisory Group sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 2,128 shares — an estimated $219K sold.

Investmark Advisory Group first reported a position in DUK in Q4 2021 and held it in 3 quarters. The position peaked at $263K in Q1 2022. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

Investmark Advisory Group reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
Investmark Advisory Group sold 2,128 Duke Energy shares in Q1 2023, an estimated $219K.
Investmark Advisory Group first reported a position in Duke Energy in Q4 2021 and held it in 3 quarters.
Investmark Advisory Group's Duke Energy position peaked at $263K in Q1 2022.
1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Investmark Advisory Group's 13F filing for Q1 2023, filed 16 May 2023.