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West Bancorporation’s Duke Energy DUK Stock Holding History

West Bancorporation’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
Q4 		– Sell
-1,250
Closed -$116K – 134
2022
Q3 		$116K Hold
1,250
– – 0.09% 132
2022
Q2 		$134K Hold
1,250
– – 0.09% 126
2022
Q1 		$140K Buy
1,250
+380
+44% +$39.5K 0.09% 135
2021
Q4 		$91K Buy
+870
New +$88.2K 0.07% 125
2020
Q3 		$77K Hold
870
– – 0.09% 113
2020
Q2 		$70K Hold
870
– – 0.08% 115
2020
Q1 		$70K Hold
870
– – 0.1% 109
2019
Q4 		$79K Buy
+870
New +$79.8K 0.08% 118

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Bancorporation's DUK Position: Q4 2022 in Review

West Bancorporation sold out of Duke Energy (DUK) in Q4 2022, closing a stake of 1,250 shares — an estimated $116K sold.

West Bancorporation first reported a position in DUK in Q4 2019 and held it in 8 quarters. The position peaked at $140K in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • West Bancorporation reported no remaining Duke Energy position as of Q4 2022 after selling out during the quarter.
  • West Bancorporation sold 1,250 Duke Energy shares in Q4 2022, an estimated $116K.
  • West Bancorporation first reported a position in Duke Energy in Q4 2019 and held it in 8 quarters.
  • West Bancorporation's Duke Energy position peaked at $140K in Q1 2022.
  • 1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on West Bancorporation's 13F filing for Q4 2022, filed 30 Jan 2023.