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Masso Torrence Wealth Management’s Duke Energy DUK Stock Holding History

Masso Torrence 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
Q1 		– Sell
-310
Closed -$33K – 152
2021
Q4 		$33K Buy
+310
New +$31.4K 0.02% 180

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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Masso Torrence Wealth Management's DUK Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 310 shares — an estimated $33K sold.

Masso Torrence Wealth Management first reported a position in DUK in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 310 Duke Energy shares in Q1 2022, an estimated $33K.
  • Masso Torrence Wealth Management first reported a position in Duke Energy in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Duke Energy position peaked at $33K in Q4 2021.
  • 1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.