AIS
DUK icon

Accurate Investment Solutions’s Duke Energy DUK Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-205
Closed -$17K – 102
2020
Q1 		$17K Buy
205
+3
+1% +$276 0.01% 246
2019
Q4 		$18K Sell
202
-48
-19% -$4.4K 0.01% 231
2019
Q3 		$24K Buy
250
+3
+1% +$273 0.02% 160
2019
Q2 		$22K Buy
247
+2
+0.8% +$177 0.02% 162
2019
Q1 		$22K Buy
245
+3
+1% +$265 0.02% 156
2018
Q4 		$21K Buy
242
+3
+1% +$255 0.02% 151
2018
Q3 		$19K Sell
239
-24
-9% -$1.94K 0.01% 182
2018
Q2 		$21K Buy
263
+3
+1% +$231 0.02% 206
2018
Q1 		$20K Sell
260
-125
-32% -$9.66K 0.02% 205
2017
Q4 		$33K Buy
385
+3
+0.8% +$262 0.02% 163
2017
Q3 		$33K Buy
382
+92
+32% +$7.88K 0.02% 164
2017
Q2 		$24K Sell
290
-344
-54% -$28.9K 0.02% 161
2017
Q1 		$52K Buy
634
+106
+20% +$8.43K 0.04% 114
2016
Q4 		$41K Buy
528
+38
+8% +$2.91K 0.04% 125
2016
Q3 		$39K Buy
490
+4
+0.8% +$331 0.04% 126
2016
Q2 		$42K Sell
486
-317
-39% -$25.3K 0.05% 120
2016
Q1 		$65K Buy
803
+203
+34% +$15.4K 0.06% 131
2015
Q4 		$43K Buy
+600
New +$42.2K 0.04% 125

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Accurate Investment Solutions's DUK Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Duke Energy (DUK) in Q2 2020, closing a stake of 205 shares — an estimated $17K sold.

Accurate Investment Solutions first reported a position in DUK in Q4 2015 and held it in 18 quarters. The position peaked at $65K in Q1 2016. 1,522 funds tracked by Wall St. Rank hold DUK as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Duke Energy position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 205 Duke Energy shares in Q2 2020, an estimated $17K.
  • Accurate Investment Solutions first reported a position in Duke Energy in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Duke Energy position peaked at $65K in Q1 2016.
  • 1,522 funds tracked by Wall St. Rank held Duke Energy as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.