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Ameritas Investment Company’s Duke Energy DUK Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$1.66M Buy
17,046
+9,795
+135% +$1.01M 0.08% 198
2021
Q2 		$1.14M Sell
7,251
-3,631
-33% -$365K 0.06% 260
2021
Q1 		$1.05M Buy
10,882
+4,229
+64% +$386K 0.09% 217
2020
Q4 		$605K Buy
6,653
+3,672
+123% +$340K 0.12% 195
2020
Q3 		$238K Hold
2,981
– – 0.07% 281
2020
Q2 		$238K Sell
2,981
-2,195
-42% -$185K 0.07% 288
2020
Q1 		$410K Buy
5,176
+1,292
+33% +$119K 0.07% 212
2019
Q4 		$354K Buy
3,884
+260
+7% +$23.8K 0.07% 233
2019
Q3 		$347K Sell
3,624
-1,233
-25% -$112K 0.07% 241
2019
Q2 		$429K Buy
4,857
+391
+9% +$34.6K 0.2% 115
2019
Q1 		$402K Sell
4,466
-3,480
-44% -$307K 0.07% 206
2018
Q4 		$686K Buy
+7,946
New +$676K 0.15% 131

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's DUK Position: Q3 2021 in Review

Ameritas Investment Company increased its Duke Energy (DUK) stake by 135% in Q3 2021, buying an estimated $1.01M and bringing the position to 17,046 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #198.

Ameritas Investment Company first reported a position in DUK in Q4 2018 and has held it in 12 quarters since. 1,641 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Ameritas Investment Company held 17,046 shares of Duke Energy worth $1.66M as of Q3 2021.
  • Ameritas Investment Company bought 9,795 Duke Energy shares in Q3 2021, an estimated $1.01M.
  • Duke Energy made up 0.08% of Ameritas Investment Company's portfolio in Q3 2021, its #198 holding.
  • Ameritas Investment Company first reported a position in Duke Energy in Q4 2018 and has held it in 12 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.