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 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 $3.38T AUM 44.17% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Edge Wealth Management's DUK Position: Q1 2022 in Review

Edge Wealth Management sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 309 shares — an estimated $32K sold.

Edge Wealth Management first reported a position in DUK in Q1 2014 and held it in 20 quarters. The position peaked at $421K in Q3 2020. 1,844 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Edge Wealth Management reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 309 Duke Energy shares in Q1 2022, an estimated $32K.
Edge Wealth Management first reported a position in Duke Energy in Q1 2014 and held it in 20 quarters.
Edge Wealth Management's Duke Energy position peaked at $421K in Q3 2020.
1,844 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.