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Milestone Wealth’s Duke Energy DUK Stock Holding History

Milestone Wealth’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 		$13K Hold
137
– – 0.01% 162
2022
Q2 		$15K Hold
137
– – 0.02% 153
2022
Q1 		$14K Hold
137
– – 0.01% 198
2021
Q4 		$14K Buy
+137
New +$13.9K 0.01% 198

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Wealth's DUK Position: Q3 2022 in Review

Milestone Wealth held its Duke Energy (DUK) position steady in Q3 2022 at 137 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #162.

Milestone Wealth first reported a position in DUK in Q4 2021 and has held it in 4 quarters since. The position peaked at $15K in Q2 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Milestone Wealth held 137 shares of Duke Energy worth $13K as of Q3 2022.
  • Milestone Wealth left its Duke Energy share count unchanged in Q3 2022.
  • Duke Energy made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #162 holding.
  • Milestone Wealth first reported a position in Duke Energy in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Duke Energy position peaked at $15K in Q2 2022.
  • 1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.