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Jackson Thornton Wealth Management’s Duke Energy DUK Stock Holding History

Jackson Thornton Wealth Management’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
-2,179
Closed -$224K – 34
2022
Q4 		$224K Buy
+2,179
New +$209K 0.05% 33

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Thornton Wealth Management's DUK Position: Q1 2023 in Review

Jackson Thornton Wealth Management sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 2,179 shares — an estimated $224K sold.

Jackson Thornton Wealth Management first reported a position in DUK in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Jackson Thornton Wealth Management reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,179 Duke Energy shares in Q1 2023, an estimated $224K.
  • Jackson Thornton Wealth Management first reported a position in Duke Energy in Q4 2022 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Duke Energy position peaked at $224K in Q4 2022.
  • 1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.