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Mariner Independent Advisor Network’s Duke Energy DUK Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$3.09M Sell
33,229
-6,592
-17% -$708K 0.13% 170
2022
Q2 		$4.26M Buy
39,821
+971
+2% +$107K 0.18% 135
2022
Q1 		$4.32M Buy
38,850
+2,596
+7% +$270K 0.17% 139
2021
Q4 		$3.77M Buy
36,254
+873
+2% +$88.5K 0.18% 131
2021
Q3 		$3.46M Sell
35,381
-1,391
-4% -$144K 0.17% 149
2021
Q2 		$3.63M Buy
36,772
+15,552
+73% +$1.56M 0.16% 154
2021
Q1 		$2.05M Buy
21,220
+286
+1% +$26.1K 0.11% 199
2020
Q4 		$1.92M Sell
20,934
-128
-0.6% -$11.8K 0.1% 210
2020
Q3 		$1.86M Sell
21,062
-478
-2% -$39.4K 0.15% 148
2020
Q2 		$1.77M Sell
21,540
-841
-4% -$71.1K 0.16% 151
2020
Q1 		$1.74M Buy
22,381
+580
+3% +$53.3K 0.16% 150
2019
Q4 		$1.99M Buy
21,801
+603
+3% +$55.3K 0.14% 166
2019
Q3 		$2.04M Sell
21,198
-736
-3% -$67K 0.15% 148
2019
Q2 		$1.92M Buy
21,934
+1,740
+9% +$154K 0.14% 155
2019
Q1 		$1.8M Buy
20,194
+90
+0.4% +$7.94K 0.15% 153
2018
Q4 		$1.7M Sell
20,104
-19
-0.1% -$1.62K 0.15% 152
2018
Q3 		$1.61M Buy
+20,123
New +$1.63M 0.2% 111

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 $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's DUK Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Duke Energy (DUK) stake by 17% in Q3 2022, selling an estimated $708K and leaving 33,229 shares worth $3.09M. The position accounts for 0.13% of the portfolio, ranked #170.

Mariner Independent Advisor Network first reported a position in DUK in Q3 2018 and has held it in 17 quarters since. The position peaked at $4.32M in Q1 2022. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Mariner Independent Advisor Network held 33,229 shares of Duke Energy worth $3.09M as of Q3 2022.
  • Mariner Independent Advisor Network sold 6,592 Duke Energy shares in Q3 2022, an estimated $708K.
  • Duke Energy made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #170 holding.
  • Mariner Independent Advisor Network first reported a position in Duke Energy in Q3 2018 and has held it in 17 quarters since.
  • Mariner Independent Advisor Network's Duke Energy position peaked at $4.32M in Q1 2022.
  • 1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.