AJ
DUK icon

Ashburton (Jersey)’s Duke Energy DUK Stock Holding History

Ashburton (Jersey)’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
Q1 		– Sell
-151
Closed -$14K – 66
2020
Q4 		$14K Hold
151
– – 0.01% 56
2020
Q3 		$12K Hold
151
– – 0.01% 58
2020
Q2 		$12K Sell
151
-920
-86% -$77.7K 0.01% 58
2020
Q1 		$87K Hold
1,071
– – 0.04% 38
2019
Q4 		$98K Sell
1,071
-40
-4% -$3.67K 0.04% 41
2019
Q3 		$107K Hold
1,111
– – 0.05% 39
2019
Q2 		$98K Buy
+1,111
New +$98.2K 0.05% 43

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return