Selective Wealth Management’s Duke Energy DUK Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-4,727	Closed	-$440K	–	266
2022 Q3	$440K	Sell	4,727 -597	-11%	-$64.1K	0.19%	69
2022 Q2	$571K	Hold	5,324	–	–	0.2%	68
2022 Q1	$594K	Sell	5,324 -266	-5%	-$27.6K	0.22%	55
2021 Q4	$586K	Hold	5,590	–	–	0.24%	52
2021 Q3	$546K	Sell	5,590 -3,732	-40%	-$386K	0.29%	41
2021 Q2	$920K	Sell	9,322 -2,890	-24%	-$290K	0.73%	23
2021 Q1	$1.18M	Buy	12,212 +2,256	+23%	+$206K	1.07%	21
2020 Q4	$912K	Buy	9,956 +8,863	+811%	+$820K	0.59%	25
2020 Q3	$97K	Buy	1,093 +20	+2%	+$1.65K	0.08%	77
2020 Q2	$86K	Buy	1,073 +697	+185%	+$58.9K	0.07%	78
2020 Q1	$30K	Hold	376	–	–	0.05%	84
2019 Q4	$34K	Hold	376	–	–	0.04%	87
2019 Q3	$36K	Buy	+376	New	+$34.2K	0.05%	89
2018 Q3	$33K	Buy	+409	New	+$33.1K	0.39%	45

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

Selective Wealth Management's DUK Position: Q4 2022 in Review

Selective Wealth Management sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 4,727 shares — an estimated $440K sold.

Selective Wealth Management first reported a position in DUK in Q3 2018 and held it in 14 quarters. The position peaked at $1.18M in Q1 2021. 1,834 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Selective Wealth Management reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,727 Duke Energy shares in Q4 2022, an estimated $440K.
Selective Wealth Management first reported a position in Duke Energy in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Duke Energy position peaked at $1.18M in Q1 2021.
1,834 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.