TimeScale Financial’s Duke Energy DUK Stock Holding History

TimeScale Financial’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	$47.2K	Buy	526 +3	+0.6%	+$283	0.01%	221
2023 Q1	$50.4K	Buy	523 +7	+1%	+$692	0.01%	208
2022 Q4	$48K	Hold	516	–	–	0.01%	164
2022 Q3	$48K	Buy	516 +3	+0.6%	+$322	0.01%	163
2022 Q2	$55K	Buy	513 +3	+0.6%	+$330	0.02%	152
2022 Q1	$57K	Buy	510 +3	+0.6%	+$312	0.01%	162
2021 Q4	$53K	Buy	507 +20	+4%	+$2.03K	0.01%	167
2021 Q3	$48K	Sell	487 -589	-55%	-$61K	0.01%	173
2021 Q2	$106K	Buy	1,076 +9	+0.8%	+$904	0.03%	125
2021 Q1	$103K	Buy	1,067 +9	+0.9%	+$821	0.03%	122
2020 Q4	$97K	Buy	1,058 +9	+0.9%	+$833	0.03%	114
2020 Q3	$94K	Buy	1,049 +10	+1%	+$824	0.03%	107
2020 Q2	$85K	Buy	1,039 +8	+0.8%	+$676	0.03%	105
2020 Q1	$83K	Hold	1,031	–	–	0.03%	103
2019 Q4	$94K	Hold	1,031	–	–	0.03%	123
2019 Q3	$99K	Sell	1,031 -208	-17%	-$18.9K	0.03%	119
2019 Q2	$109K	Buy	+1,239	New	+$110K	0.04%	114

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

TimeScale Financial's DUK Position: Q2 2023 in Review

TimeScale Financial increased its Duke Energy (DUK) stake by 0.57% in Q2 2023, buying an estimated $283 and bringing the position to 526 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #221.

TimeScale Financial first reported a position in DUK in Q2 2019 and has held it in 17 quarters since. The position peaked at $109K in Q2 2019. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

TimeScale Financial held 526 shares of Duke Energy worth $47.2K as of Q2 2023.
TimeScale Financial bought 3 Duke Energy shares in Q2 2023, an estimated $283.
Duke Energy made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #221 holding.
TimeScale Financial first reported a position in Duke Energy in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Duke Energy position peaked at $109K in Q2 2019.
1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.