Sage Private Wealth Group’s Duke Energy DUK Stock Holding History

Sage Private Wealth Group’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	–	Sell	-267	Closed	-$25K	–	81
2022 Q3	$25K	Hold	267	–	–	0.03%	101
2022 Q2	$29K	Hold	267	–	–	0.04%	96
2022 Q1	$30K	Hold	267	–	–	0.03%	104
2021 Q4	$28K	Hold	267	–	–	0.03%	102
2021 Q3	$26K	Hold	267	–	–	0.04%	107
2021 Q2	$26K	Hold	267	–	–	0.04%	104
2021 Q1	$26K	Hold	267	–	–	0.04%	109
2020 Q4	$24K	Buy	+267	New	+$24.7K	0.07%	99

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Sage Private Wealth Group's DUK Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 267 shares — an estimated $25K sold.

Sage Private Wealth Group first reported a position in DUK in Q4 2020 and held it in 8 quarters. The position peaked at $30K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Sage Private Wealth Group reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 267 Duke Energy shares in Q4 2022, an estimated $25K.
Sage Private Wealth Group first reported a position in Duke Energy in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Duke Energy position peaked at $30K in Q1 2022.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.