Nauset Wealth Management’s Duke Energy DUK Stock Holding History

Nauset 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	$23K	Buy	+210	New	+$21.8K	0.02%	171

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 $3.38T AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Nauset Wealth Management's DUK Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Duke Energy (DUK) in Q1 2022: 210 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

1,844 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Nauset Wealth Management held 210 shares of Duke Energy worth $23K as of Q1 2022.
Duke Energy was a new Nauset Wealth Management position in Q1 2022.
Duke Energy made up 0.02% of Nauset Wealth Management's portfolio in Q1 2022, its #171 holding.
1,844 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.