MIA
DUK icon

Milestone Investment Advisors’s Duke Energy DUK Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-42
Closed -$3.71K – 216
2023
Q3 		$3.71K Buy
+42
New +$3.85K ﹤0.01% 338
2023
Q2 		– Sell
-42
Closed -$4.05K – 211
2023
Q1 		$4.05K Buy
+42
New +$4.15K ﹤0.01% 335

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Milestone Investment Advisors's DUK Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 42 shares — an estimated $3.71K sold.

Milestone Investment Advisors first reported a position in DUK in Q1 2023 and held it in 2 quarters. The position peaked at $4.05K in Q1 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 42 Duke Energy shares in Q4 2023, an estimated $3.71K.
  • Milestone Investment Advisors first reported a position in Duke Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Duke Energy position peaked at $4.05K in Q1 2023.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.