BBA
DUK icon

Braun-Bostich & Associates’s Duke Energy DUK Stock Holding History

Braun-Bostich & Associates’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
Q4 		– Sell
-2,595
Closed -$230K – 106
2020
Q3 		$230K Sell
2,595
-2,743
-51% -$226K 0.23% 78
2020
Q2 		$426K Hold
5,338
– – 0.42% 44
2020
Q1 		$414K Sell
5,338
-12
-0.2% -$1.1K 0.53% 40
2019
Q4 		$483K Buy
5,350
+1,328
+33% +$122K 0.48% 45
2019
Q3 		$386K Buy
4,022
+653
+19% +$59.4K 0.45% 48
2019
Q2 		$297K Buy
3,369
+1,474
+78% +$130K 0.31% 64
2019
Q1 		$171K Buy
1,895
+1,674
+757% +$148K 0.18% 117
2018
Q4 		$19K Hold
221
– – 0.02% 231
2018
Q3 		$18K Buy
221
+95
+75% +$7.68K 0.02% 238
2018
Q2 		$10K Hold
126
– – 0.01% 255
2018
Q1 		$10K Hold
126
– – 0.01% 255
2017
Q4 		$11K Buy
+126
New +$11K 0.01% 244

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return