Riggs Asset Management’s Duke Energy DUK Stock Holding History

Riggs Asset Management’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	–	Sell	-30	Closed	-$2.9K	–	391
2023 Q1	$2.9K	Hold	30	–	–	﹤0.01%	284
2022 Q4	$3.09K	Hold	30	–	–	﹤0.01%	252
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	268
2022 Q2	$3K	Sell	30 -75	-71%	-$8.25K	﹤0.01%	255
2022 Q1	$12K	Buy	105 +30	+40%	+$3.12K	﹤0.01%	222
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	253
2021 Q3	$7K	Hold	75	–	–	﹤0.01%	245
2021 Q2	$7K	Buy	+75	New	+$7.54K	﹤0.01%	245
2021 Q1	–	Sell	-10	Closed	-$1K	–	286
2020 Q4	$1K	Buy	+10	New	+$925	﹤0.01%	262
2020 Q3	–	Sell	-110	Closed	-$8K	–	176
2020 Q2	$8K	Hold	110	–	–	﹤0.01%	181
2020 Q1	$8K	Buy	+110	New	+$10.1K	0.01%	179

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

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

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

Riggs Asset Management's DUK Position: Q2 2023 in Review

Riggs Asset Management sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 30 shares — an estimated $2.9K sold.

Riggs Asset Management first reported a position in DUK in Q1 2020 and held it in 11 quarters. The position peaked at $12K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Riggs Asset Management reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Riggs Asset Management sold 30 Duke Energy shares in Q2 2023, an estimated $2.9K.
Riggs Asset Management first reported a position in Duke Energy in Q1 2020 and held it in 11 quarters.
Riggs Asset Management's Duke Energy position peaked at $12K in Q1 2022.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Riggs Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.