IRON Financial’s Duke Energy DUK Stock Holding History

IRON Financial’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 Q1	–	Sell	-4,887	Closed	-$513K	–	114
2021 Q4	$513K	Buy	4,887 +206	+4%	+$20.9K	0.23%	53
2021 Q3	$457K	Buy	+4,681	New	+$485K	0.22%	62

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IRON Financial's DUK Position: Q1 2022 in Review

IRON Financial sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 4,887 shares — an estimated $513K sold.

IRON Financial first reported a position in DUK in Q3 2021 and held it in 2 quarters. The position peaked at $513K in Q4 2021. 1,846 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

IRON Financial reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
IRON Financial sold 4,887 Duke Energy shares in Q1 2022, an estimated $513K.
IRON Financial first reported a position in Duke Energy in Q3 2021 and held it in 2 quarters.
IRON Financial's Duke Energy position peaked at $513K in Q4 2021.
1,846 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on IRON Financial's 13F filing for Q1 2022, filed 4 May 2022.