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Syverson Strege & Co’s Duke Energy DUK Stock Holding History

Syverson Strege & Co’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
-156
Closed -$15K – 220
2023
Q1 		$15K Buy
156
+2
+1% +$198 0.01% 213
2022
Q4 		$15.9K Buy
154
+2
+1% +$192 0.01% 182
2022
Q3 		$14K Buy
152
+1
+0.7% +$107 0.01% 172
2022
Q2 		$16K Buy
151
+2
+1% +$220 0.01% 194
2022
Q1 		$17K Buy
149
+1
+0.7% +$104 0.02% 172
2021
Q4 		$16K Sell
148
-1
-0.7% -$101 0.01% 184
2021
Q3 		$15K Buy
149
+4
+3% +$414 0.01% 201
2021
Q2 		$14K Buy
145
+1
+0.7% +$100 0.01% 182
2021
Q1 		$14K Buy
144
+2
+1% +$183 0.01% 180
2020
Q4 		$13K Buy
+142
New +$13.1K 0.01% 173

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's DUK Position: Q2 2023 in Review

Syverson Strege & Co sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 156 shares — an estimated $15K sold.

Syverson Strege & Co first reported a position in DUK in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Syverson Strege & Co reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 156 Duke Energy shares in Q2 2023, an estimated $15K.
  • Syverson Strege & Co first reported a position in Duke Energy in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Duke Energy position peaked at $17K in Q1 2022.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.