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Wealth Advisory Solutions’s Duke Energy DUK Stock Holding History

Wealth Advisory Solutions’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
-17,664
Closed -$1.71M – 127
2023
Q4 		$1.71M Sell
17,664
-165
-0.9% -$15K 0.6% 36
2023
Q3 		$1.57M Sell
17,829
-852
-5% -$78.1K 0.31% 54
2023
Q2 		$1.68M Buy
18,681
+170
+0.9% +$16K 0.45% 54
2023
Q1 		$1.79M Sell
18,511
-867
-4% -$85.6K 0.47% 55
2022
Q4 		$2M Buy
19,378
+17,210
+794% +$1.65M 0.54% 50
2022
Q3 		$202K Sell
2,168
-1,201
-36% -$129K 0.06% 126
2022
Q2 		$361K Buy
3,369
+31
+0.9% +$3.41K 0.09% 105
2022
Q1 		$373K Buy
+3,338
New +$347K 0.08% 112
2021
Q3 		$322K Buy
+3,300
New +$342K 0.07% 126

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

Wealth Advisory Solutions's DUK Position: Q1 2024 in Review

Wealth Advisory Solutions sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 17,664 shares — an estimated $1.71M sold.

Wealth Advisory Solutions first reported a position in DUK in Q3 2021 and held it in 9 quarters. The position peaked at $2M in Q4 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Wealth Advisory Solutions reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 17,664 Duke Energy shares in Q1 2024, an estimated $1.71M.
  • Wealth Advisory Solutions first reported a position in Duke Energy in Q3 2021 and held it in 9 quarters.
  • Wealth Advisory Solutions's Duke Energy position peaked at $2M in Q4 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Wealth Advisory Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.