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Zullo Investment Group’s Duke Energy DUK Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-78
Closed -$8.06K – 284
2022
Q4 		$8.06K Buy
78
+1
+1% +$96 ﹤0.01% 524
2022
Q3 		$7K Sell
77
-1
-1% -$107 ﹤0.01% 536
2022
Q2 		$8K Buy
78
+1
+1% +$110 0.01% 527
2022
Q1 		$9K Hold
77
– – ﹤0.01% 547
2021
Q4 		$8K Buy
+77
New +$7.81K ﹤0.01% 566

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zullo Investment Group's DUK Position: Q1 2023 in Review

Zullo Investment Group sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 78 shares — an estimated $8.06K sold.

Zullo Investment Group first reported a position in DUK in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Zullo Investment Group reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 78 Duke Energy shares in Q1 2023, an estimated $8.06K.
  • Zullo Investment Group first reported a position in Duke Energy in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Duke Energy position peaked at $9K in Q1 2022.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.