FFT Wealth Management’s Duke Energy DUK Stock Holding History

FFT 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
2021 Q3	–	Sell	-836	Closed	-$83K	–	144
2021 Q2	$83K	Buy	+836	New	+$84K	0.02%	112

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FFT Wealth Management's DUK Position: Q3 2021 in Review

FFT Wealth Management sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 836 shares — an estimated $83K sold.

FFT Wealth Management first reported a position in DUK in Q2 2021 and held it in 1 quarter. The position peaked at $83K in Q2 2021. 1,640 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

FFT Wealth Management reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 836 Duke Energy shares in Q3 2021, an estimated $83K.
FFT Wealth Management first reported a position in Duke Energy in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's Duke Energy position peaked at $83K in Q2 2021.
1,640 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.