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Westbourne Investment Advisors’s Duke Energy DUK Stock Holding History

Westbourne 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
2023
Q2 		– Sell
-4,595
Closed -$443K – 90
2023
Q1 		$443K Hold
4,595
– – 0.21% 70
2022
Q4 		$473K Hold
4,595
– – 0.24% 66
2022
Q3 		$427K Hold
4,595
– – 0.23% 67
2022
Q2 		$493K Hold
4,595
– – 0.31% 62
2022
Q1 		$513K Buy
4,595
+1,250
+37% +$130K 0.21% 66
2021
Q4 		$351K Buy
+3,345
New +$339K 0.14% 75

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westbourne Investment Advisors's DUK Position: Q2 2023 in Review

Westbourne Investment Advisors sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 4,595 shares — an estimated $443K sold.

Westbourne Investment Advisors first reported a position in DUK in Q4 2021 and held it in 6 quarters. The position peaked at $513K in Q1 2022. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Westbourne Investment Advisors reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,595 Duke Energy shares in Q2 2023, an estimated $443K.
  • Westbourne Investment Advisors first reported a position in Duke Energy in Q4 2021 and held it in 6 quarters.
  • Westbourne Investment Advisors's Duke Energy position peaked at $513K in Q1 2022.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Westbourne Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.