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Ulland Investment Advisors’s Duke Energy DUK Stock Holding History

Ulland Investment 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
2024
Q1 		– Sell
-172
Closed -$17K – 230
2023
Q4 		$17K Hold
172
– – 0.02% 144
2023
Q3 		$15K Hold
172
– – 0.02% 156
2023
Q2 		$15K Hold
172
– – 0.02% 149
2023
Q1 		$17K Hold
172
– – 0.02% 137
2022
Q4 		$18K Buy
+172
New +$16.5K 0.02% 139
2022
Q3 		– Sell
-60
Closed -$6K – 225
2022
Q2 		$6K Hold
60
– – 0.01% 205
2022
Q1 		$7K Buy
+60
New +$6.23K 0.01% 211

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ulland Investment Advisors's DUK Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 172 shares — an estimated $17K sold.

Ulland Investment Advisors first reported a position in DUK in Q1 2022 and held it in 7 quarters. The position peaked at $18K in Q4 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Ulland Investment Advisors reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 172 Duke Energy shares in Q1 2024, an estimated $17K.
  • Ulland Investment Advisors first reported a position in Duke Energy in Q1 2022 and held it in 7 quarters.
  • Ulland Investment Advisors's Duke Energy position peaked at $18K in Q4 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.