Sterling Manor Financial’s Duke Energy DUK Stock Holding History

Sterling Manor Financial’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 Q2	–	Sell	-2,728	Closed	-$263K	–	35
2023 Q1	$263K	Hold	2,728	–	–	0.26%	39
2022 Q4	$281K	Hold	2,728	–	–	0.31%	34
2022 Q3	$254K	Hold	2,728	–	–	0.31%	38
2022 Q2	$292K	Hold	2,728	–	–	0.36%	42
2022 Q1	$305K	Hold	2,728	–	–	0.24%	53
2021 Q4	$286K	Sell	2,728 -1,635	-37%	-$166K	0.22%	59
2021 Q3	$426K	Buy	4,363 +1	+0%	+$104	0.36%	41
2021 Q2	$431K	Buy	4,362 +2	+0%	+$201	0.34%	47
2021 Q1	$421K	Sell	4,360 -99	-2%	-$9.04K	0.37%	44
2020 Q4	$408K	Buy	+4,459	New	+$412K	0.38%	43

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Manor Financial's DUK Position: Q2 2023 in Review

Sterling Manor Financial sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 2,728 shares — an estimated $263K sold.

Sterling Manor Financial first reported a position in DUK in Q4 2020 and held it in 10 quarters. The position peaked at $431K in Q2 2021. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Sterling Manor Financial reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Sterling Manor Financial sold 2,728 Duke Energy shares in Q2 2023, an estimated $263K.
Sterling Manor Financial first reported a position in Duke Energy in Q4 2020 and held it in 10 quarters.
Sterling Manor Financial's Duke Energy position peaked at $431K in Q2 2021.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Sterling Manor Financial's 13F filing for Q2 2023, filed 21 Jul 2023.