Atlas Private Wealth Management’s Duke Energy DUK Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-309	Closed	-$30K	–	180
2021 Q1	$30K	Buy	309 +52	+20%	+$4.75K	0.02%	229
2020 Q4	$24K	Sell	257 -100	-28%	-$9.25K	0.02%	248
2020 Q3	$32K	Sell	357 -411	-54%	-$33.9K	0.03%	216
2020 Q2	$61K	Sell	768 -188	-20%	-$15.9K	0.05%	180
2020 Q1	$77K	Sell	956 -267	-22%	-$24.5K	0.07%	158
2019 Q4	$112K	Buy	+1,223	New	+$112K	0.09%	157

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Private Wealth Management's DUK Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 309 shares — an estimated $30K sold.

Atlas Private Wealth Management first reported a position in DUK in Q4 2019 and held it in 6 quarters. The position peaked at $112K in Q4 2019. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

Atlas Private Wealth Management reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 309 Duke Energy shares in Q2 2021, an estimated $30K.
Atlas Private Wealth Management first reported a position in Duke Energy in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Duke Energy position peaked at $112K in Q4 2019.
1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.