John W. Brooker & Co’s Duke Energy DUK Stock Holding History

John W. Brooker & Co’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	-346	Closed	-$32K	–	93
2022 Q3	$32K	Hold	346	–	–	0.02%	101
2022 Q2	$37K	Hold	346	–	–	0.02%	95
2022 Q1	$39K	Hold	346	–	–	0.02%	94
2021 Q4	$36K	Hold	346	–	–	0.02%	102
2021 Q3	$34K	Hold	346	–	–	0.02%	99
2021 Q2	$34K	Hold	346	–	–	0.02%	96
2021 Q1	$33K	Hold	346	–	–	0.02%	86
2020 Q4	$32K	Hold	346	–	–	0.02%	82
2020 Q3	$31K	Hold	346	–	–	0.02%	79
2020 Q2	$28K	Hold	346	–	–	0.02%	79
2020 Q1	$28K	Hold	346	–	–	0.02%	78
2019 Q4	$32K	Buy	+346	New	+$31.7K	0.02%	79

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

John W. Brooker & Co's DUK Position: Q4 2022 in Review

John W. Brooker & Co sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 346 shares — an estimated $32K sold.

John W. Brooker & Co first reported a position in DUK in Q4 2019 and held it in 12 quarters. The position peaked at $39K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

John W. Brooker & Co reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 346 Duke Energy shares in Q4 2022, an estimated $32K.
John W. Brooker & Co first reported a position in Duke Energy in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's Duke Energy position peaked at $39K in Q1 2022.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.