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DUK icon

TRUADVICE’s Duke Energy DUK Stock Holding History

TRUADVICE’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
-2,717
Closed -$252K – 246
2023
Q2 		$252K Buy
2,717
+37
+1% +$3.49K 0.09% 213
2023
Q1 		$265K Buy
+2,680
New +$265K 0.11% 192
2021
Q1 		– Sell
-6,021
Closed -$552K – 287
2020
Q4 		$552K Hold
6,021
– – 0.17% 125
2020
Q3 		$550K Buy
+6,021
New +$496K 0.22% 103

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUADVICE's DUK Position: Q3 2023 in Review

TRUADVICE sold out of Duke Energy (DUK) in Q3 2023, closing a stake of 2,717 shares — an estimated $252K sold.

TRUADVICE first reported a position in DUK in Q3 2020 and held it in 4 quarters. The position peaked at $552K in Q4 2020. 1,785 funds tracked by Wall St. Rank hold DUK as of Q3 2023.

  • TRUADVICE reported no remaining Duke Energy position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 2,717 Duke Energy shares in Q3 2023, an estimated $252K.
  • TRUADVICE first reported a position in Duke Energy in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's Duke Energy position peaked at $552K in Q4 2020.
  • 1,785 funds tracked by Wall St. Rank held Duke Energy as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.