TD Ameritrade Investment Management’s Duke Energy DUK Stock Holding History

TD Ameritrade Investment 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	-1,649	Closed	-$148K	–	123
2023 Q2	$148K	Sell	1,649 -260	-14%	-$24.5K	﹤0.01%	192
2023 Q1	$184K	Sell	1,909 -618	-24%	-$61K	﹤0.01%	184
2022 Q4	$260K	Sell	2,527 -831	-25%	-$79.8K	﹤0.01%	176
2022 Q3	$312K	Sell	3,358 -810	-19%	-$87K	﹤0.01%	172
2022 Q2	$447K	Sell	4,168 -1,259	-23%	-$138K	﹤0.01%	160
2022 Q1	$606K	Buy	5,427 +349	+7%	+$36.2K	﹤0.01%	168
2021 Q4	$533K	Sell	5,078 -608	-11%	-$61.6K	﹤0.01%	174
2021 Q3	$504K	Buy	5,686 +1,045	+23%	+$108K	﹤0.01%	156
2021 Q2	$458K	Buy	4,641 +127	+3%	+$12.8K	﹤0.01%	177
2021 Q1	$413K	Hold	4,514	–	–	﹤0.01%	166
2020 Q4	$413K	Sell	4,514 -1,172	-21%	-$108K	﹤0.01%	166
2020 Q3	$504K	Sell	5,686 -361	-6%	-$29.8K	﹤0.01%	156
2020 Q2	$483K	Sell	6,047 -802	-12%	-$67.8K	﹤0.01%	160
2020 Q1	$554K	Sell	6,849 -724	-10%	-$66.5K	0.01%	151
2019 Q4	$691K	Buy	+7,573	New	+$694K	0.01%	156

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Ameritrade Investment Management's DUK Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 1,649 shares — an estimated $148K sold.

TD Ameritrade Investment Management first reported a position in DUK in Q4 2019 and held it in 15 quarters. The position peaked at $691K in Q4 2019. 1,786 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 1,649 Duke Energy shares in Q3 2023, an estimated $148K.
TD Ameritrade Investment Management first reported a position in Duke Energy in Q4 2019 and held it in 15 quarters.
TD Ameritrade Investment Management's Duke Energy position peaked at $691K in Q4 2019.
1,786 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.