True Capital Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$213K Buy
2,205
+251
+13% +$24.8K 0.15% 123
2022
Q4
$201K Buy
+1,954
New +$188K 0.16% 116

Other funds holding DUK

True Capital Management's DUK Position: Q1 2023 in Review

True Capital Management increased its Duke Energy (DUK) stake by 13% in Q1 2023, buying an estimated $24.8K and bringing the position to 2,205 shares worth $213K. The position accounts for 0.15% of the portfolio, ranked #123.

True Capital Management first reported a position in DUK in Q4 2022 and has held it in 2 quarters since. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • True Capital Management held 2,205 shares of Duke Energy worth $213K as of Q1 2023.
  • True Capital Management bought 251 Duke Energy shares in Q1 2023, an estimated $24.8K.
  • Duke Energy made up 0.15% of True Capital Management's portfolio in Q1 2023, its #123 holding.
  • True Capital Management first reported a position in Duke Energy in Q4 2022 and has held it in 2 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.