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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Braun-Bostich & Associates's DUK Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 2,595 shares — an estimated $230K sold.

Braun-Bostich & Associates first reported a position in DUK in Q4 2017 and held it in 12 quarters. The position peaked at $483K in Q4 2019. 1,641 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

Braun-Bostich & Associates reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 2,595 Duke Energy shares in Q4 2020, an estimated $230K.
Braun-Bostich & Associates first reported a position in Duke Energy in Q4 2017 and held it in 12 quarters.
Braun-Bostich & Associates's Duke Energy position peaked at $483K in Q4 2019.
1,641 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.