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Surevest’s Duke Energy DUK Stock Holding History

Surevest’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 		$3K Hold
34
– – ﹤0.01% 354
2022
Q2 		$4K Hold
34
– – ﹤0.01% 349
2022
Q1 		$4K Hold
34
– – ﹤0.01% 332
2021
Q4 		$4K Buy
+34
New +$3.45K ﹤0.01% 336

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
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

Surevest's DUK Position: Q3 2022 in Review

Surevest held its Duke Energy (DUK) position steady in Q3 2022 at 34 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Surevest first reported a position in DUK in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q2 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Surevest held 34 shares of Duke Energy worth $3K as of Q3 2022.
  • Surevest left its Duke Energy share count unchanged in Q3 2022.
  • Duke Energy made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #354 holding.
  • Surevest first reported a position in Duke Energy in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Duke Energy position peaked at $4K in Q2 2022.
  • 1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.