LB
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Leo Brokerage’s Duke Energy DUK Stock Holding History

Leo Brokerage’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
Q2 		$1.93M Buy
21,485
+5,609
+35% +$529K 0.22% 78
2023
Q1 		$1.53M Buy
+15,876
New +$1.57M 0.23% 87
2022
Q2 		$433K Sell
4,042
-1,914
-32% -$210K 0.12% 116
2022
Q1 		$665K Buy
+5,956
New +$619K 0.11% 126
2021
Q3 		$279K Buy
2,859
+145
+5% +$15K 0.05% 150
2021
Q2 		$268K Sell
2,714
-33
-1% -$3.31K 0.05% 154
2021
Q1 		$265K Sell
2,747
-274
-9% -$25K 0.08% 154
2020
Q4 		$277K Buy
3,021
+141
+5% +$13K 0.09% 140
2020
Q3 		$230K Buy
+2,880
New +$237K 0.1% 109

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Leo Brokerage's DUK Position: Q2 2023 in Review

Leo Brokerage increased its Duke Energy (DUK) stake by 35% in Q2 2023, buying an estimated $529K and bringing the position to 21,485 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #78.

Leo Brokerage first reported a position in DUK in Q3 2020 and has held it in 9 quarters since. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Leo Brokerage held 21,485 shares of Duke Energy worth $1.93M as of Q2 2023.
  • Leo Brokerage bought 5,609 Duke Energy shares in Q2 2023, an estimated $529K.
  • Duke Energy made up 0.22% of Leo Brokerage's portfolio in Q2 2023, its #78 holding.
  • Leo Brokerage first reported a position in Duke Energy in Q3 2020 and has held it in 9 quarters since.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.