Itau Unibanco Holding S.A.’s Duke Energy DUK Stock Holding History

Itau Unibanco Holding S.A.’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	-1,228	Closed	-$114K	–	542
2022 Q3	$114K	Buy	+1,228	New	+$132K	﹤0.01%	288
2019 Q3	–	Sell	-9,537	Closed	-$842K	–	410
2019 Q2	$842K	Buy	+9,537	New	+$843K	0.04%	124
2017 Q3	–	Sell	-20	Closed	-$2K	–	637
2017 Q2	$2K	Buy	+20	New	+$1.68K	﹤0.01%	626
2016 Q4	–	Sell	-460	Closed	-$37K	–	455
2016 Q3	$37K	Buy	+460	New	+$38.1K	﹤0.01%	228

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Itau Unibanco Holding S.A.'s DUK Position: Q4 2022 in Review

Itau Unibanco Holding S.A. sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 1,228 shares — an estimated $114K sold.

Itau Unibanco Holding S.A. first reported a position in DUK in Q3 2016 and held it in 4 quarters. The position peaked at $842K in Q2 2019. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Itau Unibanco Holding S.A. reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,228 Duke Energy shares in Q4 2022, an estimated $114K.
Itau Unibanco Holding S.A. first reported a position in Duke Energy in Q3 2016 and held it in 4 quarters.
Itau Unibanco Holding S.A.'s Duke Energy position peaked at $842K in Q2 2019.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2022, filed 9 Feb 2023.