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Investment Partners’s Duke Energy DUK Stock Holding History

Investment Partners’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
Q4 		– Sell
-5,864
Closed -$545K – 166
2022
Q3 		$545K Buy
+5,864
New +$630K 0.16% 127
2016
Q4 		– Sell
-9,652
Closed -$773K – 129
2016
Q3 		$773K Buy
9,652
+6,911
+252% +$572K 0.44% 73
2016
Q2 		$235K Sell
2,741
-6,336
-70% -$506K 0.23% 98
2016
Q1 		$648K Buy
+9,077
New +$687K 0.42% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Partners's DUK Position: Q4 2022 in Review

Investment Partners sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 5,864 shares — an estimated $545K sold.

Investment Partners first reported a position in DUK in Q1 2016 and held it in 4 quarters. The position peaked at $773K in Q3 2016. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Investment Partners reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 5,864 Duke Energy shares in Q4 2022, an estimated $545K.
  • Investment Partners first reported a position in Duke Energy in Q1 2016 and held it in 4 quarters.
  • Investment Partners's Duke Energy position peaked at $773K in Q3 2016.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.