Elm Advisors’s Duke Energy DUK Stock Holding History

Elm 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	-156	Closed	-$14K	–	131
2020 Q4	$14K	Buy	+156	New	+$14.4K	0.01%	225
2018 Q4	–	Sell	-156	Closed	-$12K	–	124
2018 Q3	$12K	Buy	+156	New	+$12.6K	0.01%	247

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

Elm Advisors's DUK Position: Q1 2021 in Review

Elm Advisors sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 156 shares — an estimated $14K sold.

Elm Advisors first reported a position in DUK in Q3 2018 and held it in 2 quarters. The position peaked at $14K in Q4 2020. 1,647 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

Elm Advisors reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 156 Duke Energy shares in Q1 2021, an estimated $14K.
Elm Advisors first reported a position in Duke Energy in Q3 2018 and held it in 2 quarters.
Elm Advisors's Duke Energy position peaked at $14K in Q4 2020.
1,647 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.