Safeguard Financial’s Duke Energy DUK Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-7	Closed	-$1K	–	197
2023 Q2	$1K	Buy	+7	New	+$661	﹤0.01%	512

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's DUK Position: Q3 2023 in Review

Safeguard Financial sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 7 shares — an estimated $1K sold.

Safeguard Financial first reported a position in DUK in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

Safeguard Financial reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 7 Duke Energy shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Duke Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Duke Energy position peaked at $1K in Q2 2023.
1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.