KI
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Kula Investments’s Duke Energy DUK Stock Holding History

Kula Investments’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 		$349K Buy
+3,614
New +$357K 0.09% 415

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

Kula Investments's DUK Position: Q1 2023 in Review

Kula Investments opened a new position in Duke Energy (DUK) in Q1 2023: 3,614 shares worth $349K. The stake represents 0.09% of the portfolio and ranks #415 among its holdings.

1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Kula Investments held 3,614 shares of Duke Energy worth $349K as of Q1 2023.
  • Duke Energy was a new Kula Investments position in Q1 2023.
  • Duke Energy made up 0.09% of Kula Investments's portfolio in Q1 2023, its #415 holding.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.