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Baltimore-Washington Financial Advisors’s Duke Energy DUK Stock Holding History

Baltimore-Washington Financial Advisors’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
2020
Q3 		– Sell
-15,000
Closed -$49K – 123
2020
Q2 		$49K Buy
+15,000
New +$1.27M 0.01% 121
2015
Q1 		– Sell
-40
Closed -$3K – 308
2014
Q4 		$3K Hold
40
– – ﹤0.01% 238
2014
Q3 		$3K Hold
40
– – ﹤0.01% 255
2014
Q2 		$3K Hold
40
– – ﹤0.01% 264
2014
Q1 		$3K Buy
+40
New +$2.79K ﹤0.01% 217
2013
Q3 		– Sell
-20,901
Closed -$1.41M – 211
2013
Q2 		$1.41M Buy
+20,901
New +$1.48M 0.61% 65

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return