Sara-Bay Financial’s Duke Energy DUK Stock Holding History

Sara-Bay 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
2022 Q1	–	Sell	-2,227	Closed	-$234K	–	78
2021 Q4	$234K	Buy	+2,227	New	+$226K	0.07%	73

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sara-Bay Financial's DUK Position: Q1 2022 in Review

Sara-Bay Financial sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 2,227 shares — an estimated $234K sold.

Sara-Bay Financial first reported a position in DUK in Q4 2021 and held it in 1 quarter. The position peaked at $234K in Q4 2021. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Sara-Bay Financial reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
Sara-Bay Financial sold 2,227 Duke Energy shares in Q1 2022, an estimated $234K.
Sara-Bay Financial first reported a position in Duke Energy in Q4 2021 and held it in 1 quarter.
Sara-Bay Financial's Duke Energy position peaked at $234K in Q4 2021.
1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Sara-Bay Financial's 13F filing for Q1 2022, filed 12 Apr 2022.