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Summit Financial Strategies’s Duke Energy DUK Stock Holding History

Summit Financial Strategies’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
Q2 		– Sell
-1,812
Closed -$202K – 123
2022
Q1 		$202K Buy
+1,812
New +$188K 0.04% 116

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Strategies's DUK Position: Q2 2022 in Review

Summit Financial Strategies sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 1,812 shares — an estimated $202K sold.

Summit Financial Strategies first reported a position in DUK in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Summit Financial Strategies reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 1,812 Duke Energy shares in Q2 2022, an estimated $202K.
  • Summit Financial Strategies first reported a position in Duke Energy in Q1 2022 and held it in 1 quarter.
  • Summit Financial Strategies's Duke Energy position peaked at $202K in Q1 2022.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Summit Financial Strategies's 13F filing for Q2 2022, filed 25 Jul 2022.