Ten Capital Wealth Advisors’s Duke Energy DUK Stock Holding History

Ten Capital 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 Q2	–	Sell	-50	Closed	-$4.82K	–	271
2023 Q1	$4.82K	Sell	50 -12	-19%	-$1.19K	﹤0.01%	422
2022 Q4	$6.38K	Sell	62 -54	-47%	-$5.18K	﹤0.01%	359
2022 Q3	$11K	Buy	116 +66	+132%	+$7.09K	0.01%	290
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	325
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	347
2021 Q4	$5K	Sell	50 -81	-62%	-$8.21K	﹤0.01%	365
2021 Q3	$13K	Sell	131 -45	-26%	-$4.66K	0.01%	243
2021 Q2	$17K	Buy	176 +95	+117%	+$9.54K	﹤0.01%	259
2021 Q1	$7K	Hold	81	–	–	﹤0.01%	282
2020 Q4	$7K	Buy	+81	New	+$7.49K	﹤0.01%	280

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ten Capital Wealth Advisors's DUK Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 50 shares — an estimated $4.82K sold.

Ten Capital Wealth Advisors first reported a position in DUK in Q4 2020 and held it in 10 quarters. The position peaked at $17K in Q2 2021. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 50 Duke Energy shares in Q2 2023, an estimated $4.82K.
Ten Capital Wealth Advisors first reported a position in Duke Energy in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Duke Energy position peaked at $17K in Q2 2021.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.