Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Duke Energy DUK Stock Holding History

Legacy Financial Group (Iowa)’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
-507
Closed -$44.7K – 158
2023
Q3 		$44.7K Buy
+507
New +$46.5K 0.01% 189

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Capital Research Global Investors
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Legacy Financial Group (Iowa)'s DUK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 507 shares — an estimated $44.7K sold.

Legacy Financial Group (Iowa) first reported a position in DUK in Q3 2023 and held it in 1 quarter. The position peaked at $44.7K in Q3 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 507 Duke Energy shares in Q4 2023, an estimated $44.7K.
  • Legacy Financial Group (Iowa) first reported a position in Duke Energy in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Duke Energy position peaked at $44.7K in Q3 2023.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.