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Eubel Brady & Suttman Asset Management’s Duke Energy DUK Stock Holding History

Eubel Brady & Suttman Asset 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
2021
Q3 		– Sell
-33
Closed -$3K – 146
2021
Q2 		$3K Buy
+33
New +$3.31K ﹤0.01% 593

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's DUK Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 33 shares — an estimated $3K sold.

Eubel Brady & Suttman Asset Management first reported a position in DUK in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 1,641 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 33 Duke Energy shares in Q3 2021, an estimated $3K.
  • Eubel Brady & Suttman Asset Management first reported a position in Duke Energy in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's Duke Energy position peaked at $3K in Q2 2021.
  • 1,641 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.