Triad Financial Advisors’s Duke Energy DUK Stock Holding History

Triad Financial 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 Q3	$1.85M	Sell	20,983 -107	-0.5%	-$9.81K	0.65%	21
2023 Q2	$1.89M	Sell	21,090 -1,073	-5%	-$101K	0.78%	21
2023 Q1	$2.14M	Sell	22,163 -784	-3%	-$77.4K	0.93%	16
2022 Q4	$2.36M	Sell	22,947 -1,784	-7%	-$171K	1.05%	15
2022 Q3	$2.3M	Buy	24,731 +3,291	+15%	+$353K	1.25%	12
2022 Q2	$2.3M	Buy	21,440 +5	+0%	+$550	1.27%	10
2022 Q1	$2.39M	Buy	21,435 +258	+1%	+$26.8K	1.28%	8
2021 Q4	$2.22M	Buy	+21,177	New	+$2.15M	1.32%	10

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

Triad Financial Advisors's DUK Position: Q3 2023 in Review

Triad Financial Advisors reduced its Duke Energy (DUK) stake by 0.51% in Q3 2023, selling an estimated $9.81K and leaving 20,983 shares worth $1.85M. The position accounts for 0.65% of the portfolio, ranked #21.

Triad Financial Advisors first reported a position in DUK in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.39M in Q1 2022. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

Triad Financial Advisors held 20,983 shares of Duke Energy worth $1.85M as of Q3 2023.
Triad Financial Advisors sold 107 Duke Energy shares in Q3 2023, an estimated $9.81K.
Duke Energy made up 0.65% of Triad Financial Advisors's portfolio in Q3 2023, its #21 holding.
Triad Financial Advisors first reported a position in Duke Energy in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Duke Energy position peaked at $2.39M in Q1 2022.
1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.