SC
DUK icon

Sierra Capital’s Duke Energy DUK Stock Holding History

Sierra Capital’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
Q1 		– Sell
-80
Closed -$8K – 291
2022
Q4 		$8K Hold
80
– – ﹤0.01% 368
2022
Q3 		$7K Hold
80
– – ﹤0.01% 387
2022
Q2 		$9K Sell
80
-29
-27% -$3.19K ﹤0.01% 442
2022
Q1 		$12K Hold
109
– – ﹤0.01% 457
2021
Q4 		$11K Buy
+109
New +$11.1K ﹤0.01% 470

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sierra Capital's DUK Position: Q1 2023 in Review

Sierra Capital sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 80 shares — an estimated $8K sold.

Sierra Capital first reported a position in DUK in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Sierra Capital reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 80 Duke Energy shares in Q1 2023, an estimated $8K.
  • Sierra Capital first reported a position in Duke Energy in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Duke Energy position peaked at $12K in Q1 2022.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.