Wipfli Financial Advisors’s Duke Energy DUK Stock Holding History

Wipfli Financial 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 Q3	$653K	Buy	+7,025	New	+$754K	0.05%	174

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wipfli Financial Advisors's DUK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Duke Energy (DUK) in Q3 2022: 7,025 shares worth $653K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

Wipfli Financial Advisors held 7,025 shares of Duke Energy worth $653K as of Q3 2022.
Duke Energy was a new Wipfli Financial Advisors position in Q3 2022.
Duke Energy made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #174 holding.
1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.