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Evolution Wealth Advisors’s Duke Energy DUK Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-143
Closed -$14K – 287
2021
Q3 		$14K Hold
143
– – ﹤0.01% 360
2021
Q2 		$14K Hold
143
– – ﹤0.01% 356
2021
Q1 		$14K Buy
143
+42
+42% +$3.83K ﹤0.01% 354
2020
Q4 		$9K Hold
101
– – ﹤0.01% 357
2020
Q3 		$9K Hold
101
– – ﹤0.01% 366
2020
Q2 		$8K Buy
+101
New +$8.53K ﹤0.01% 313
2020
Q1 		– Sell
-102
Closed -$9K – 399
2019
Q4 		$9K Buy
+102
New +$9.35K ﹤0.01% 314
2019
Q3 		– Sell
-101
Closed -$9K – 508
2019
Q2 		$9K Buy
+101
New +$8.93K ﹤0.01% 183

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Evolution Wealth Advisors's DUK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Duke Energy (DUK) in Q4 2021, closing a stake of 143 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in DUK in Q2 2019 and held it in 8 quarters. The position peaked at $14K in Q3 2021. 1,790 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Duke Energy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 143 Duke Energy shares in Q4 2021, an estimated $14K.
  • Evolution Wealth Advisors first reported a position in Duke Energy in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Duke Energy position peaked at $14K in Q3 2021.
  • 1,790 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.