Rainsberger Wealth Advisors’s Duke Energy DUK Stock Holding History

Rainsberger Wealth 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
2023 Q4	$1.1M	Buy	11,378 +75	+0.7%	+$6.82K	0.6%	48
2023 Q3	$998K	Buy	11,303 +350	+3%	+$32.1K	0.61%	47
2023 Q2	$983K	Buy	10,953 +169	+2%	+$15.9K	0.59%	49
2023 Q1	$1.04M	Buy	10,784 +2,905	+37%	+$287K	0.62%	45
2022 Q4	$811K	Buy	7,879 +559	+8%	+$53.7K	0.52%	46
2022 Q3	$681K	Buy	7,320 +134	+2%	+$14.4K	0.47%	51
2022 Q2	$770K	Buy	7,186 +236	+3%	+$26K	0.56%	44
2022 Q1	$776K	Buy	6,950 +1,076	+18%	+$112K	0.5%	47
2021 Q4	$616K	Buy	+5,874	New	+$595K	0.36%	53

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Rainsberger Wealth Advisors's DUK Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Duke Energy (DUK) stake by 0.66% in Q4 2023, buying an estimated $6.82K and bringing the position to 11,378 shares worth $1.1M. The position accounts for 0.6% of the portfolio, ranked #48.

Rainsberger Wealth Advisors first reported a position in DUK in Q4 2021 and has held it in 9 quarters since. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

Rainsberger Wealth Advisors held 11,378 shares of Duke Energy worth $1.1M as of Q4 2023.
Rainsberger Wealth Advisors bought 75 Duke Energy shares in Q4 2023, an estimated $6.82K.
Duke Energy made up 0.6% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #48 holding.
Rainsberger Wealth Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 9 quarters since.
1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.