Loveless Wealth Management’s Duke Energy DUK Stock Holding History

Loveless 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
2022 Q2	$739K	Buy	6,890 +485	+8%	+$53.3K	0.48%	67
2022 Q1	$715K	Buy	6,405 +635	+11%	+$66K	0.4%	80
2021 Q4	$605K	Buy	5,770 +515	+10%	+$52.2K	0.33%	88
2021 Q3	$513K	Buy	5,255 +1,170	+29%	+$121K	0.31%	92
2021 Q2	$403K	Buy	4,085 +1,785	+78%	+$179K	0.25%	104
2021 Q1	$222K	Buy	+2,300	New	+$210K	0.15%	117

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loveless Wealth Management's DUK Position: Q2 2022 in Review

Loveless Wealth Management increased its Duke Energy (DUK) stake by 7.6% in Q2 2022, buying an estimated $53.3K and bringing the position to 6,890 shares worth $739K. The position accounts for 0.48% of the portfolio, ranked #67.

Loveless Wealth Management first reported a position in DUK in Q1 2021 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

Loveless Wealth Management held 6,890 shares of Duke Energy worth $739K as of Q2 2022.
Loveless Wealth Management bought 485 Duke Energy shares in Q2 2022, an estimated $53.3K.
Duke Energy made up 0.48% of Loveless Wealth Management's portfolio in Q2 2022, its #67 holding.
Loveless Wealth Management first reported a position in Duke Energy in Q1 2021 and has held it in 6 quarters since.
1,807 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.