Parisi Gray Wealth Management’s Duke Energy DUK Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-34	Closed	-$3K	–	252
2021 Q2	$3K	Buy	+34	New	+$3.42K	﹤0.01%	534
2019 Q2	–	Sell	-183	Closed	-$16K	–	206
2019 Q1	$16K	Hold	183	–	–	0.01%	334
2018 Q4	$16K	Sell	183 -1,025	-85%	-$87.2K	0.01%	336
2018 Q3	$95K	Buy	1,208 +11	+0.9%	+$890	0.06%	142
2018 Q2	$98K	Hold	1,197	–	–	0.07%	142
2018 Q1	$92K	Hold	1,197	–	–	0.07%	140
2017 Q4	$100K	Buy	+1,197	New	+$105K	0.07%	134

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Parisi Gray Wealth Management's DUK Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 34 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in DUK in Q4 2017 and held it in 7 quarters. The position peaked at $100K in Q4 2017. 1,642 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 34 Duke Energy shares in Q3 2021, an estimated $3K.
Parisi Gray Wealth Management first reported a position in Duke Energy in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Duke Energy position peaked at $100K in Q4 2017.
1,642 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.