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Southern Capital Advisors’s Duke Energy DUK Stock Holding History

Southern Capital Advisors’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
Q3 		– Sell
-2,403
Closed -$216K – 62
2023
Q2 		$216K Buy
2,403
+74
+3% +$6.98K 0.16% 61
2023
Q1 		$225K Buy
+2,329
New +$230K 0.17% 64

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Southern Capital Advisors's DUK Position: Q3 2023 in Review

Southern Capital Advisors sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 2,403 shares — an estimated $216K sold.

Southern Capital Advisors first reported a position in DUK in Q1 2023 and held it in 2 quarters. The position peaked at $225K in Q1 2023. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Southern Capital Advisors reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
  • Southern Capital Advisors sold 2,403 Duke Energy shares in Q3 2023, an estimated $216K.
  • Southern Capital Advisors first reported a position in Duke Energy in Q1 2023 and held it in 2 quarters.
  • Southern Capital Advisors's Duke Energy position peaked at $225K in Q1 2023.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Southern Capital Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.