QT
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Quantamental Technologies’s Duke Energy DUK Stock Holding History

Quantamental Technologies’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
-3,102
Closed -$319K – 472
2022
Q4 		$319K Buy
+3,102
New +$298K 0.15% 248
2020
Q2 		– Sell
-3,600
Closed -$291K – 291
2020
Q1 		$291K Buy
+3,600
New +$331K 0.68% 62
2019
Q4 		– Sell
-10,279
Closed -$985K – 664
2019
Q3 		$985K Buy
+10,279
New +$935K 0.32% 43
2019
Q2 		– Sell
-8,297
Closed -$747K – 1546
2019
Q1 		$747K Buy
+8,297
New +$732K 0.34% 32

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

Quantamental Technologies's DUK Position: Q1 2023 in Review

Quantamental Technologies sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 3,102 shares — an estimated $319K sold.

Quantamental Technologies first reported a position in DUK in Q1 2019 and held it in 4 quarters. The position peaked at $985K in Q3 2019. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Quantamental Technologies reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • Quantamental Technologies sold 3,102 Duke Energy shares in Q1 2023, an estimated $319K.
  • Quantamental Technologies first reported a position in Duke Energy in Q1 2019 and held it in 4 quarters.
  • Quantamental Technologies's Duke Energy position peaked at $985K in Q3 2019.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Quantamental Technologies's 13F filing for Q1 2023, filed 15 May 2023.