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Red Cedar Capital’s Duke Energy DUK Stock Holding History

Red Cedar Capital’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 		$6K Hold
58
– – ﹤0.01% 143
2022
Q3 		$5K Hold
58
– – ﹤0.01% 146
2022
Q2 		$6K Hold
58
– – ﹤0.01% 135
2022
Q1 		$6K Buy
+58
New +$6.02K ﹤0.01% 132

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Cedar Capital's DUK Position: Q4 2022 in Review

Red Cedar Capital held its Duke Energy (DUK) position steady in Q4 2022 at 58 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Red Cedar Capital first reported a position in DUK in Q1 2022 and has held it in 4 quarters since. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Red Cedar Capital held 58 shares of Duke Energy worth $6K as of Q4 2022.
  • Red Cedar Capital left its Duke Energy share count unchanged in Q4 2022.
  • Duke Energy made up ﹤0.01% of Red Cedar Capital's portfolio in Q4 2022, its #143 holding.
  • Red Cedar Capital first reported a position in Duke Energy in Q1 2022 and has held it in 4 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.