Pictet Asset Management (Switzerland)’s Duke Energy DUK Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$47.3M	Sell	527,190 -16,968	-3%	-$1.6M	0.06%	299
2023 Q1	$52.5M	Buy	544,158 +4,687	+0.9%	+$463K	0.07%	276
2022 Q4	$50.3M	Buy	539,471 +5,536	+1%	+$531K	0.07%	270
2022 Q3	$49.7M	Sell	533,935 -1,523	-0.3%	-$164K	0.07%	266
2022 Q2	$57.4M	Sell	535,458 -94,538	-15%	-$10.4M	0.08%	262
2022 Q1	$70.3M	Sell	629,996 -12,034	-2%	-$1.25M	0.08%	264
2021 Q4	$67.3M	Sell	642,030 -223,328	-26%	-$22.6M	0.07%	294
2021 Q3	$84.5M	Buy	+865,358	New	+$89.6M	0.09%	250

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 $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s DUK Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Duke Energy (DUK) stake by 3.1% in Q2 2023, selling an estimated $1.6M and leaving 527,190 shares worth $47.3M. The position accounts for 0.06% of the portfolio, ranked #299.

Pictet Asset Management (Switzerland) first reported a position in DUK in Q3 2021 and has held it in 8 quarters since. The position peaked at $84.5M in Q3 2021. 1,805 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Pictet Asset Management (Switzerland) held 527,190 shares of Duke Energy worth $47.3M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 16,968 Duke Energy shares in Q2 2023, an estimated $1.6M.
Duke Energy made up 0.06% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #299 holding.
Pictet Asset Management (Switzerland) first reported a position in Duke Energy in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Duke Energy position peaked at $84.5M in Q3 2021.
1,805 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.