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Laidlaw Wealth Management’s Duke Energy DUK Stock Holding History

Laidlaw 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
Q4 		– Sell
-4,492
Closed -$396K – 241
2023
Q3 		$396K Sell
4,492
-4,918
-52% -$451K 0.13% 172
2023
Q2 		$844K Buy
9,410
+338
+4% +$31.9K 0.17% 136
2023
Q1 		$875K Buy
9,072
+457
+5% +$45.1K 0.18% 135
2022
Q4 		$887K Buy
8,615
+339
+4% +$32.5K 0.19% 134
2022
Q3 		$770K Buy
8,276
+148
+2% +$15.9K 0.18% 133
2022
Q2 		$871K Buy
8,128
+479
+6% +$52.7K 0.18% 136
2022
Q1 		$854K Sell
7,649
-413
-5% -$42.9K 0.14% 153
2021
Q4 		$846K Buy
8,062
+1,657
+26% +$168K 0.14% 155
2021
Q3 		$625K Buy
6,405
+1,757
+38% +$182K 0.16% 129
2021
Q2 		$459K Buy
4,648
+251
+6% +$25.2K 0.12% 159
2021
Q1 		$424K Sell
4,397
-1,436
-25% -$131K 0.14% 139
2020
Q4 		$534K Buy
+5,833
New +$540K 0.11% 182

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laidlaw Wealth Management's DUK Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 4,492 shares — an estimated $396K sold.

Laidlaw Wealth Management first reported a position in DUK in Q4 2020 and held it in 12 quarters. The position peaked at $887K in Q4 2022. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,492 Duke Energy shares in Q4 2023, an estimated $396K.
  • Laidlaw Wealth Management first reported a position in Duke Energy in Q4 2020 and held it in 12 quarters.
  • Laidlaw Wealth Management's Duke Energy position peaked at $887K in Q4 2022.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.