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One Wealth Advisors’s Duke Energy DUK Stock Holding History

One Wealth 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
Q1 		– Sell
-395
Closed -$40.7K – 311
2022
Q4 		$40.7K Buy
+395
New +$37.9K 0.01% 446
2018
Q1 		– Sell
-449
Closed -$38K – 531
2017
Q4 		$38K Buy
+449
New +$39.2K 0.03% 294

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

One Wealth Advisors's DUK Position: Q1 2023 in Review

One Wealth Advisors sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 395 shares — an estimated $40.7K sold.

One Wealth Advisors first reported a position in DUK in Q4 2017 and held it in 2 quarters. The position peaked at $40.7K in Q4 2022. 1,816 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • One Wealth Advisors reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 395 Duke Energy shares in Q1 2023, an estimated $40.7K.
  • One Wealth Advisors first reported a position in Duke Energy in Q4 2017 and held it in 2 quarters.
  • One Wealth Advisors's Duke Energy position peaked at $40.7K in Q4 2022.
  • 1,816 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.