ACM
DUK icon

Armbruster Capital Management’s Duke Energy DUK Stock Holding History

Armbruster Capital Management’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
Q2 		– Sell
-1,877
Closed -$210K – 111
2022
Q1 		$210K Buy
+1,877
New +$195K 0.05% 122
2018
Q2 		– Sell
-987
Closed -$76K – 108
2018
Q1 		$76K Hold
987
– – 0.04% 108
2017
Q4 		$83K Hold
987
– – 0.04% 105
2017
Q3 		$83K Hold
987
– – 0.04% 99
2017
Q2 		$83K Hold
987
– – 0.04% 103
2017
Q1 		$81K Sell
987
-288
-23% -$22.9K 0.05% 104
2016
Q4 		$99K Hold
1,275
– – 0.06% 97
2016
Q3 		$102K Sell
1,275
-111
-8% -$9.19K 0.06% 95
2016
Q2 		$119K Hold
1,386
– – 0.08% 85
2016
Q1 		$112K Hold
1,386
– – 0.08% 85
2015
Q4 		$99K Buy
+1,386
New +$97.4K 0.09% 92

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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