Burt Wealth Advisors’s Duke Energy DUK Stock Holding History

Burt Wealth 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 Q1	–	Sell	-533	Closed	-$49K	–	163
2020 Q4	$49K	Hold	533	–	–	0.02%	182
2020 Q3	$47K	Hold	533	–	–	0.02%	181
2020 Q2	$43K	Hold	533	–	–	0.02%	184
2020 Q1	$43K	Buy	533 +131	+33%	+$12K	0.02%	174
2019 Q4	$37K	Hold	402	–	–	0.01%	193
2019 Q3	$39K	Buy	402 +100	+33%	+$9.1K	0.02%	185
2019 Q2	$27K	Hold	302	–	–	0.01%	208
2019 Q1	$27K	Hold	302	–	–	0.01%	211
2018 Q4	$26K	Sell	302 -63	-17%	-$5.36K	0.01%	212
2018 Q3	$29K	Hold	365	–	–	0.01%	224
2018 Q2	$29K	Hold	365	–	–	0.01%	218
2018 Q1	$28K	Sell	365 -33	-8%	-$2.55K	0.01%	231
2017 Q4	$33K	Buy	398 +33	+9%	+$2.88K	0.02%	210
2017 Q3	$31K	Sell	365 -100	-22%	-$8.56K	0.02%	209
2017 Q2	$38K	Hold	465	–	–	0.03%	210
2017 Q1	$38K	Sell	465 -15	-3%	-$1.19K	0.03%	187
2016 Q4	$37K	Buy	480 +15	+3%	+$1.15K	0.03%	187
2016 Q3	$37K	Hold	465	–	–	0.04%	175
2016 Q2	$39K	Hold	465	–	–	0.04%	172
2016 Q1	$38K	Buy	465 +100	+27%	+$7.57K	0.03%	190
2015 Q4	$26K	Hold	365	–	–	0.02%	183
2015 Q3	$26K	Sell	365 -278	-43%	-$20.1K	0.03%	164
2015 Q2	$45K	Sell	643 -268	-29%	-$20.3K	0.05%	152
2015 Q1	$70K	Hold	911	–	–	0.07%	116
2014 Q4	$76K	Buy	+911	New	+$73.5K	0.08%	114

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Burt Wealth Advisors's DUK Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 533 shares — an estimated $49K sold.

Burt Wealth Advisors first reported a position in DUK in Q4 2014 and held it in 25 quarters. The position peaked at $76K in Q4 2014. 1,649 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

Burt Wealth Advisors reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 533 Duke Energy shares in Q1 2021, an estimated $49K.
Burt Wealth Advisors first reported a position in Duke Energy in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Duke Energy position peaked at $76K in Q4 2014.
1,649 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.