MinichMacGregor Wealth Management’s Duke Energy DUK Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-490	Closed	-$50.5K	–	238
2022 Q4	$50.5K	Buy	+490	New	+$47K	0.02%	179
2019 Q1	–	Sell	-15,918	Closed	-$1.34M	–	68
2018 Q4	$1.34M	Buy	15,918 +15,287	+2,423%	+$1.3M	0.91%	42
2018 Q3	$50K	Sell	631 -7	-1%	-$566	0.03%	122
2018 Q2	$50K	Hold	638	–	–	0.04%	115
2018 Q1	$49K	Sell	638 -1	-0.2%	-$77	0.04%	113
2017 Q4	$53K	Buy	639 +1	+0.2%	+$87	0.04%	110
2017 Q3	$53K	Hold	638	–	–	0.04%	100
2017 Q2	$53K	Sell	638 -140	-18%	-$11.8K	0.05%	100
2017 Q1	$63K	Sell	778 -1	-0.1%	-$79	0.06%	87
2016 Q4	$60K	Hold	779	–	–	0.06%	92
2016 Q3	$62K	Hold	779	–	–	0.06%	97
2016 Q2	$66K	Buy	779 +4	+0.5%	+$320	0.06%	90
2016 Q1	$62K	Buy	775 +130	+20%	+$9.84K	0.06%	90
2015 Q4	$48K	Buy	+645	New	+$45.3K	0.04%	105

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MinichMacGregor Wealth Management's DUK Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 490 shares — an estimated $50.5K sold.

MinichMacGregor Wealth Management first reported a position in DUK in Q4 2015 and held it in 14 quarters. The position peaked at $1.34M in Q4 2018. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 490 Duke Energy shares in Q1 2023, an estimated $50.5K.
MinichMacGregor Wealth Management first reported a position in Duke Energy in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's Duke Energy position peaked at $1.34M in Q4 2018.
1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.