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Wealth Alliance Advisory Group’s Duke Energy DUK Stock Holding History

Wealth Alliance Advisory Group’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
2022
Q1 		– Sell
-2,415
Closed -$253K – 160
2021
Q4 		$253K Buy
+2,415
New +$245K 0.11% 131
2021
Q2 		– Sell
-2,428
Closed -$234K – 154
2021
Q1 		$234K Buy
2,428
+43
+2% +$3.92K 0.12% 128
2020
Q4 		$218K Buy
2,385
+15
+0.6% +$1.39K 0.12% 132
2020
Q3 		$210K Buy
+2,370
New +$195K 0.12% 117

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Alliance Advisory Group's DUK Position: Q1 2022 in Review

Wealth Alliance Advisory Group sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 2,415 shares — an estimated $253K sold.

Wealth Alliance Advisory Group first reported a position in DUK in Q3 2020 and held it in 4 quarters. The position peaked at $253K in Q4 2021. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • Wealth Alliance Advisory Group reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 2,415 Duke Energy shares in Q1 2022, an estimated $253K.
  • Wealth Alliance Advisory Group first reported a position in Duke Energy in Q3 2020 and held it in 4 quarters.
  • Wealth Alliance Advisory Group's Duke Energy position peaked at $253K in Q4 2021.
  • 1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2022, filed 18 Apr 2022.