CSat Investment Advisory’s Duke Energy DUK Stock Holding History

CSat Investment Advisory’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	$12K	Buy	128 +30	+31%	+$2.74K	0.01%	433
2020 Q4	$9K	Sell	98 -2,590	-96%	-$240K	0.01%	438
2020 Q3	$238K	Buy	2,688 +277	+11%	+$22.8K	0.02%	249
2020 Q2	$193K	Buy	2,411 +635	+36%	+$53.7K	0.02%	320
2020 Q1	$144K	Buy	1,776 +226	+15%	+$20.8K	0.03%	287
2019 Q4	$141K	Buy	1,550 +229	+17%	+$21K	0.04%	288
2019 Q3	$126K	Buy	1,321 +163	+14%	+$14.8K	0.04%	280
2019 Q2	$102K	Buy	1,158 +1,109	+2,263%	+$98K	0.04%	293
2019 Q1	$4K	Buy	49 +6	+14%	+$529	﹤0.01%	515
2018 Q4	$4K	Hold	43	–	–	﹤0.01%	501
2018 Q3	$3K	Sell	43 -2	-4%	-$162	﹤0.01%	507
2018 Q2	$4K	Buy	+45	New	+$3.46K	﹤0.01%	476

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's DUK Position: Q1 2021 in Review

CSat Investment Advisory increased its Duke Energy (DUK) stake by 31% in Q1 2021, buying an estimated $2.74K and bringing the position to 128 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #433.

CSat Investment Advisory first reported a position in DUK in Q2 2018 and has held it in 12 quarters since. The position peaked at $238K in Q3 2020. 1,648 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

CSat Investment Advisory held 128 shares of Duke Energy worth $12K as of Q1 2021.
CSat Investment Advisory bought 30 Duke Energy shares in Q1 2021, an estimated $2.74K.
Duke Energy made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #433 holding.
CSat Investment Advisory first reported a position in Duke Energy in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Duke Energy position peaked at $238K in Q3 2020.
1,648 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.