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Paragon Wealth Strategies’s Duke Energy DUK Stock Holding History

Paragon Wealth Strategies’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
-20
Closed -$2.06K – 89
2022
Q4 		$2.06K Sell
20
-177
-90% -$17K ﹤0.01% 193
2022
Q3 		$18K Buy
+197
New +$21.2K 0.02% 78
2021
Q3 		– Sell
-200
Closed -$20K – 107
2021
Q2 		$20K Buy
+200
New +$20.1K 0.01% 133

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paragon Wealth Strategies's DUK Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 20 shares — an estimated $2.06K sold.

Paragon Wealth Strategies first reported a position in DUK in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 20 Duke Energy shares in Q1 2023, an estimated $2.06K.
  • Paragon Wealth Strategies first reported a position in Duke Energy in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Duke Energy position peaked at $20K in Q2 2021.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.