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Sutton Wealth Advisors’s Duke Energy DUK Stock Holding History

Sutton Wealth Advisors’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 		$323K Sell
3,654
-1,664
-31% -$153K 0.16% 83
2023
Q2 		$477K Buy
5,318
+132
+3% +$12.5K 0.23% 69
2023
Q1 		$500K Buy
5,186
+100
+2% +$9.88K 0.27% 62
2022
Q4 		$524K Sell
5,086
-679
-12% -$65.2K 0.2% 80
2022
Q3 		$536K Buy
5,765
+1,527
+36% +$164K 0.22% 72
2022
Q2 		$454K Buy
4,238
+400
+10% +$44K 0.18% 87
2022
Q1 		$429K Buy
3,838
+577
+18% +$59.9K 0.15% 100
2021
Q4 		$342K Buy
3,261
+474
+17% +$48.1K 0.11% 120
2021
Q3 		$272K Buy
2,787
+194
+7% +$20.1K 0.1% 140
2021
Q2 		$256K Hold
2,593
– – 0.09% 152
2021
Q1 		$250K Buy
2,593
+27
+1% +$2.46K 0.1% 143
2020
Q4 		$235K Buy
2,566
+32
+1% +$2.96K 0.1% 141
2020
Q3 		$224K Buy
2,534
+3
+0.1% +$247 0.11% 134
2020
Q2 		$202K Sell
2,531
-7
-0.3% -$591 0.11% 137
2020
Q1 		$205K Buy
2,538
+8
+0.3% +$735 0.13% 126
2019
Q4 		$231K Buy
2,530
+3
+0.1% +$275 0.12% 137
2019
Q3 		$242K Buy
2,527
+216
+9% +$19.7K 0.14% 121
2019
Q2 		$204K Buy
2,311
+10
+0.4% +$884 0.12% 141
2019
Q1 		$207K Buy
2,301
+11
+0.5% +$970 0.12% 136
2018
Q4 		$198K Hold
2,290
– – 0.13% 128
2018
Q3 		$183K Sell
2,290
-386
-14% -$31.2K 0.12% 134
2018
Q2 		$212K Sell
2,676
-256
-9% -$19.7K 0.15% 118
2018
Q1 		$227K Sell
2,932
-232
-7% -$17.9K 0.16% 111
2017
Q4 		$266K Hold
3,164
– – 0.19% 92
2017
Q3 		$266K Hold
3,164
– – 0.2% 87
2017
Q2 		$264K Buy
3,164
+2,000
+172% +$168K 0.21% 79
2017
Q1 		$95.5K Sell
1,164
-16
-1% -$1.27K 0.08% 190
2016
Q4 		$91.6K Sell
1,180
-533
-31% -$40.8K 0.08% 190
2016
Q3 		$137K Buy
1,713
+13
+0.8% +$1.08K 0.13% 137
2016
Q2 		$146K Buy
1,700
+100
+6% +$7.99K 0.14% 129
2016
Q1 		$129K Buy
+1,600
New +$121K 0.12% 150

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

Sutton Wealth Advisors's DUK Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Duke Energy (DUK) stake by 31% in Q3 2023, selling an estimated $153K and leaving 3,654 shares worth $323K. The position accounts for 0.16% of the portfolio, ranked #83.

Sutton Wealth Advisors first reported a position in DUK in Q1 2016 and has held it in 31 quarters since. The position peaked at $536K in Q3 2022. 1,786 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • Sutton Wealth Advisors held 3,654 shares of Duke Energy worth $323K as of Q3 2023.
  • Sutton Wealth Advisors sold 1,664 Duke Energy shares in Q3 2023, an estimated $153K.
  • Duke Energy made up 0.16% of Sutton Wealth Advisors's portfolio in Q3 2023, its #83 holding.
  • Sutton Wealth Advisors first reported a position in Duke Energy in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Duke Energy position peaked at $536K in Q3 2022.
  • 1,786 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.