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B&D White Capital Company’s Duke Energy DUK Stock Holding History

B&D White Capital 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
Q1 		– Sell
-135
Closed -$12K – 55
2020
Q4 		$12K Buy
+135
New +$12.5K 0.01% 64

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Massachusetts Financial Services
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Franklin Resources
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Geode Capital Management
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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

B&D White Capital Company's DUK Position: Q1 2021 in Review

B&D White Capital Company sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 135 shares — an estimated $12K sold.

B&D White Capital Company first reported a position in DUK in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 1,648 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

  • B&D White Capital Company reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
  • B&D White Capital Company sold 135 Duke Energy shares in Q1 2021, an estimated $12K.
  • B&D White Capital Company first reported a position in Duke Energy in Q4 2020 and held it in 1 quarter.
  • B&D White Capital Company's Duke Energy position peaked at $12K in Q4 2020.
  • 1,648 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on B&D White Capital Company's 13F filing for Q1 2021, filed 12 May 2021.