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Strait & Sound Wealth Management’s Duke Energy DUK Stock Holding History

Strait & Sound 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
2023
Q3 		– Sell
-2,600
Closed -$233K – 132
2023
Q2 		$233K Sell
2,600
-21
-0.8% -$1.98K 0.23% 96
2023
Q1 		$253K Buy
2,621
+17
+0.7% +$1.68K 0.25% 94
2022
Q4 		$271K Buy
+2,604
New +$250K 0.3% 81

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

Strait & Sound Wealth Management's DUK Position: Q3 2023 in Review

Strait & Sound Wealth Management sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 2,600 shares — an estimated $233K sold.

Strait & Sound Wealth Management first reported a position in DUK in Q4 2022 and held it in 3 quarters. The position peaked at $271K in Q4 2022. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Strait & Sound Wealth Management reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,600 Duke Energy shares in Q3 2023, an estimated $233K.
  • Strait & Sound Wealth Management first reported a position in Duke Energy in Q4 2022 and held it in 3 quarters.
  • Strait & Sound Wealth Management's Duke Energy position peaked at $271K in Q4 2022.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.