Schroders’s Duke Energy DUK Stock Holding History

Schroders’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 Q3	–	Sell	-2,978	Closed	-$319K	–	29
2022 Q2	$319K	Buy	+2,978	New	+$327K	0.09%	40

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroders's DUK Position: Q3 2022 in Review

Schroders sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 2,978 shares — an estimated $319K sold.

Schroders first reported a position in DUK in Q2 2022 and held it in 1 quarter. The position peaked at $319K in Q2 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

Schroders reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
Schroders sold 2,978 Duke Energy shares in Q3 2022, an estimated $319K.
Schroders first reported a position in Duke Energy in Q2 2022 and held it in 1 quarter.
Schroders's Duke Energy position peaked at $319K in Q2 2022.
1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.