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Berman Capital Advisors’s Duke Energy DUK Stock Holding History

Berman Capital 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
2021
Q3 		$287K Buy
2,945
+778
+36% +$80.5K 0.05% 208
2021
Q2 		$213K Buy
2,167
+829
+62% +$83.3K 0.03% 226
2021
Q1 		$129K Buy
1,338
+109
+9% +$9.95K 0.03% 253
2020
Q4 		$112K Sell
1,229
-20
-2% -$1.85K 0.03% 236
2020
Q3 		$109K Sell
1,249
-168
-12% -$13.8K 0.03% 218
2020
Q2 		$111K Buy
1,417
+36
+3% +$3.04K 0.03% 214
2020
Q1 		$110K Buy
1,381
+383
+38% +$35.2K 0.04% 181
2019
Q4 		$91K Buy
998
+1
+0.1% +$92 0.03% 231
2019
Q3 		$95K Buy
997
+5
+0.5% +$455 0.03% 215
2019
Q2 		$87K Buy
992
+222
+29% +$19.6K 0.03% 223
2019
Q1 		$69K Sell
770
-52
-6% -$4.58K 0.02% 235
2018
Q4 		$70K Buy
+822
New +$70K 0.03% 216

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's DUK Position: Q3 2021 in Review

Berman Capital Advisors increased its Duke Energy (DUK) stake by 36% in Q3 2021, buying an estimated $80.5K and bringing the position to 2,945 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #208.

Berman Capital Advisors first reported a position in DUK in Q4 2018 and has held it in 12 quarters since. 1,641 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Berman Capital Advisors held 2,945 shares of Duke Energy worth $287K as of Q3 2021.
  • Berman Capital Advisors bought 778 Duke Energy shares in Q3 2021, an estimated $80.5K.
  • Duke Energy made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #208 holding.
  • Berman Capital Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 12 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.