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Wealthstreet Investment Advisors’s Duke Energy DUK Stock Holding History

Wealthstreet 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
2022
Q1 		$4K Hold
38
– – 0.11% 66
2021
Q4 		$4K Hold
38
– – 0.1% 66
2021
Q3 		$4K Hold
38
– – 0.11% 66
2021
Q2 		$4K Sell
38
-16,739
-100% -$1.68M 0.02% 91
2021
Q1 		$1.62M Sell
16,777
-6
-0% -$548 0.16% 132
2020
Q4 		$1.54M Buy
16,783
+759
+5% +$70.2K 0.16% 132
2020
Q3 		$1.42M Buy
16,024
+1,320
+9% +$109K 0.16% 126
2020
Q2 		$1.17M Buy
14,704
+669
+5% +$56.5K 0.14% 133
2020
Q1 		$1.14M Buy
14,035
+1,012
+8% +$93K 0.17% 118
2019
Q4 		$1.19M Sell
13,023
-399
-3% -$36.6K 0.14% 138
2019
Q3 		$1.26M Buy
13,422
+351
+3% +$31.9K 0.16% 118
2019
Q2 		$1.15M Buy
13,071
+182
+1% +$16.1K 0.15% 135
2019
Q1 		$1.16M Buy
12,889
+613
+5% +$54K 0.15% 132
2018
Q4 		$1.05M Sell
12,276
-520
-4% -$44.3K 0.15% 133
2018
Q3 		$1.02M Sell
12,796
-100
-0.8% -$8.09K 0.13% 153
2018
Q2 		$1.02M Sell
12,896
-383
-3% -$29.5K 0.13% 148
2018
Q1 		$1.03M Buy
13,279
+416
+3% +$32.2K 0.13% 149
2017
Q4 		$1.08M Buy
+12,863
New +$1.12M 0.13% 147

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealthstreet Investment Advisors's DUK Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Duke Energy (DUK) position steady in Q1 2022 at 38 shares worth $4K. The position accounts for 0.11% of the portfolio, ranked #66.

Wealthstreet Investment Advisors first reported a position in DUK in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2021. 1,844 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • Wealthstreet Investment Advisors held 38 shares of Duke Energy worth $4K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Duke Energy share count unchanged in Q1 2022.
  • Duke Energy made up 0.11% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #66 holding.
  • Wealthstreet Investment Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Duke Energy position peaked at $1.62M in Q1 2021.
  • 1,844 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.