MWC
DUK icon

MBM Wealth Consultants’s Duke Energy DUK Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-410
Closed -$39K – 351
2022
Q3 		$39K Hold
410
– – 0.02% 159
2022
Q2 		$44K Hold
410
– – 0.02% 163
2022
Q1 		$46K Hold
410
– – 0.02% 185
2021
Q4 		$43K Buy
410
+116
+39% +$11.8K 0.02% 177
2021
Q3 		$29K Buy
294
+45
+18% +$4.66K 0.01% 183
2021
Q2 		$25K Buy
249
+29
+13% +$2.91K 0.01% 178
2021
Q1 		$21K Buy
+220
New +$20.1K 0.01% 189

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MBM Wealth Consultants's DUK Position: Q4 2022 in Review

MBM Wealth Consultants sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 410 shares — an estimated $39K sold.

MBM Wealth Consultants first reported a position in DUK in Q1 2021 and held it in 7 quarters. The position peaked at $46K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • MBM Wealth Consultants reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 410 Duke Energy shares in Q4 2022, an estimated $39K.
  • MBM Wealth Consultants first reported a position in Duke Energy in Q1 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's Duke Energy position peaked at $46K in Q1 2022.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on MBM Wealth Consultants's 13F filing for Q4 2022, filed 15 Feb 2023.