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Boston Common Asset Management’s Duke Energy DUK Stock Holding History

Boston Common Asset 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
2023
Q1 		– Sell
-2,757
Closed -$284K – 315
2022
Q4 		$284K Buy
2,757
+64
+2% +$6.14K 0.01% 235
2022
Q3 		$251K Buy
2,693
+46
+2% +$4.94K 0.01% 241
2022
Q2 		$284K Sell
2,647
-385
-13% -$42.3K 0.01% 241
2022
Q1 		$339K Sell
3,032
-290
-9% -$30.1K 0.01% 236
2021
Q4 		$348K Buy
3,322
+765
+30% +$77.6K 0.01% 231
2021
Q3 		$250K Buy
2,557
+18
+0.7% +$1.86K 0.01% 236
2021
Q2 		$251K Buy
2,539
+175
+7% +$17.6K 0.01% 239
2021
Q1 		$228K Buy
2,364
+121
+5% +$11K 0.01% 242
2020
Q4 		$205K Buy
+2,243
New +$207K 0.01% 237

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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Common Asset Management's DUK Position: Q1 2023 in Review

Boston Common Asset Management sold out of Duke Energy (DUK) in Q1 2023, closing a stake of 2,757 shares — an estimated $284K sold.

Boston Common Asset Management first reported a position in DUK in Q4 2020 and held it in 9 quarters. The position peaked at $348K in Q4 2021. 1,815 funds tracked by Wall St. Rank hold DUK as of Q1 2023.

  • Boston Common Asset Management reported no remaining Duke Energy position as of Q1 2023 after selling out during the quarter.
  • Boston Common Asset Management sold 2,757 Duke Energy shares in Q1 2023, an estimated $284K.
  • Boston Common Asset Management first reported a position in Duke Energy in Q4 2020 and held it in 9 quarters.
  • Boston Common Asset Management's Duke Energy position peaked at $348K in Q4 2021.
  • 1,815 funds tracked by Wall St. Rank held Duke Energy as of Q1 2023.

Based on Boston Common Asset Management's 13F filing for Q1 2023, filed 17 May 2023.