AWM
DUK icon

Avondale Wealth Management’s Duke Energy DUK Stock Holding History

Avondale 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
Q1 		– Sell
-742
Closed -$68K – 100
2020
Q4 		$68K Buy
+742
New +$68.6K 0.08% 41
2018
Q1 		– Sell
-71
Closed -$6K – 103
2017
Q4 		$6K Buy
+71
New +$6.2K 0.01% 111

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avondale Wealth Management's DUK Position: Q1 2021 in Review

Avondale Wealth Management sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 742 shares — an estimated $68K sold.

Avondale Wealth Management first reported a position in DUK in Q4 2017 and held it in 2 quarters. The position peaked at $68K in Q4 2020. 1,649 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

  • Avondale Wealth Management reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
  • Avondale Wealth Management sold 742 Duke Energy shares in Q1 2021, an estimated $68K.
  • Avondale Wealth Management first reported a position in Duke Energy in Q4 2017 and held it in 2 quarters.
  • Avondale Wealth Management's Duke Energy position peaked at $68K in Q4 2020.
  • 1,649 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Avondale Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.