EWM
DUK icon

Edge Wealth Management’s Duke Energy DUK Stock Holding History

Edge Wealth 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
2022
Q1 		– Sell
-309
Closed -$32K – 208
2021
Q4 		$32K Buy
309
+3
+1% +$304 0.01% 214
2021
Q3 		$30K Buy
306
+3
+1% +$311 0.01% 220
2021
Q2 		$30K Buy
303
+3
+1% +$301 0.01% 233
2021
Q1 		$29K Sell
300
-3,997
-93% -$365K 0.01% 231
2020
Q4 		$392K Sell
4,297
-453
-10% -$41.9K 0.09% 73
2020
Q3 		$421K Buy
4,750
+4,004
+537% +$330K 0.1% 74
2020
Q2 		$60K Buy
746
+62
+9% +$5.24K 0.01% 253
2020
Q1 		$56K Buy
684
+4
+0.6% +$367 0.01% 226
2019
Q4 		$62K Buy
680
+3
+0.4% +$275 0.01% 237
2019
Q3 		$64K Buy
677
+2
+0.3% +$182 0.01% 225
2019
Q2 		$60K Buy
675
+3
+0.4% +$265 0.01% 240
2019
Q1 		$60K Buy
672
+3
+0.4% +$265 0.01% 225
2018
Q4 		$58K Buy
669
+3
+0.5% +$255 0.02% 233
2018
Q3 		$53K Buy
666
+3
+0.5% +$243 0.01% 248
2018
Q2 		$52K Buy
663
+3
+0.5% +$231 0.01% 240
2018
Q1 		$51K Buy
+660
New +$51K 0.01% 221
2015
Q1 		– Sell
-115
Closed -$10K – 466
2014
Q4 		$10K Sell
115
-226
-66% -$18.2K ﹤0.01% 307
2014
Q3 		$25K Hold
341
– – 0.01% 242
2014
Q2 		$25K Hold
341
– – 0.01% 229
2014
Q1 		$24K Buy
+341
New +$23.8K 0.01% 226

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return