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Professional Financial Advisors’s Duke Energy DUK Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-235
Closed -$22K – 177
2022
Q3 		$22K Hold
235
– – 0.01% 215
2022
Q2 		$25K Hold
235
– – 0.01% 207
2022
Q1 		$26K Hold
235
– – 0.01% 211
2021
Q4 		$25K Hold
235
– – 0.01% 230
2021
Q3 		$23K Buy
235
+4
+2% +$414 0.01% 200
2021
Q2 		$23K Hold
231
– – 0.01% 206
2021
Q1 		$22K Buy
231
+1
+0.4% +$91 0.01% 185
2020
Q4 		$21K Buy
230
+1
+0.4% +$93 0.02% 188
2020
Q3 		$21K Buy
+229
New +$18.9K 0.02% 162

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Professional Financial Advisors's DUK Position: Q4 2022 in Review

Professional Financial Advisors sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 235 shares — an estimated $22K sold.

Professional Financial Advisors first reported a position in DUK in Q3 2020 and held it in 9 quarters. The position peaked at $26K in Q1 2022. 1,832 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Professional Financial Advisors reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 235 Duke Energy shares in Q4 2022, an estimated $22K.
  • Professional Financial Advisors first reported a position in Duke Energy in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Duke Energy position peaked at $26K in Q1 2022.
  • 1,832 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.