Titus Wealth Management’s Duke Energy DUK Stock Holding History

Titus Wealth 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
2022 Q2	–	Sell	-1,835	Closed	-$205K	–	164
2022 Q1	$205K	Buy	+1,835	New	+$191K	0.09%	159

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Titus Wealth Management's DUK Position: Q2 2022 in Review

Titus Wealth Management sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 1,835 shares — an estimated $205K sold.

Titus Wealth Management first reported a position in DUK in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 1,807 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

Titus Wealth Management reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
Titus Wealth Management sold 1,835 Duke Energy shares in Q2 2022, an estimated $205K.
Titus Wealth Management first reported a position in Duke Energy in Q1 2022 and held it in 1 quarter.
Titus Wealth Management's Duke Energy position peaked at $205K in Q1 2022.
1,807 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.