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Sterling Investment Advisors (Pennsylvania)’s Duke Energy DUK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-305
Closed -$33K – 228
2022
Q2 		$33K Buy
305
+2
+0.7% +$220 0.01% 270
2022
Q1 		$34K Buy
303
+2
+0.7% +$208 0.01% 299
2021
Q4 		$32K Sell
301
-121
-29% -$12.3K 0.01% 308
2021
Q3 		$41K Buy
422
+125
+42% +$12.9K 0.01% 271
2021
Q2 		$29K Buy
297
+96
+48% +$9.64K 0.01% 315
2021
Q1 		$19K Buy
201
+2
+1% +$183 0.01% 342
2020
Q4 		$18K Buy
199
+2
+1% +$185 0.01% 312
2020
Q3 		$17K Buy
197
+3
+2% +$247 0.01% 309
2020
Q2 		$15K Buy
194
+2
+1% +$169 0.01% 318
2020
Q1 		$15K Buy
192
+2
+1% +$184 0.01% 292
2019
Q4 		$17K Buy
190
+1
+0.5% +$92 0.01% 306
2019
Q3 		$18K Buy
189
+2
+1% +$182 0.01% 302
2019
Q2 		$16K Buy
187
+2
+1% +$177 0.01% 315
2019
Q1 		$17K Buy
185
+3
+2% +$265 0.01% 305
2018
Q4 		$15K Buy
182
+1
+0.6% +$85 0.01% 299
2018
Q3 		$14K Buy
+181
New +$14.6K 0.01% 330

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DUK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 305 shares — an estimated $33K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DUK in Q3 2018 and held it in 16 quarters. The position peaked at $41K in Q3 2021. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 305 Duke Energy shares in Q3 2022, an estimated $33K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Duke Energy in Q3 2018 and held it in 16 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Duke Energy position peaked at $41K in Q3 2021.
  • 1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.