FP
DUK icon

Fiduciary Planning’s Duke Energy DUK Stock Holding History

Fiduciary Planning’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
-2,603
Closed -$254K – 52
2021
Q3 		$254K Buy
+2,603
New +$269K 0.14% 61
2021
Q2 		– Sell
-119
Closed -$11K – 111
2021
Q1 		$11K Hold
119
– – 0.02% 158
2020
Q4 		$11K Buy
119
+99
+495% +$9.16K 0.02% 141
2020
Q3 		$2K Buy
+20
New +$1.65K ﹤0.01% 162

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

Fiduciary Planning's DUK Position: Q4 2021 in Review

Fiduciary Planning sold out of Duke Energy (DUK) in Q4 2021, closing a stake of 2,603 shares — an estimated $254K sold.

Fiduciary Planning first reported a position in DUK in Q3 2020 and held it in 4 quarters. The position peaked at $254K in Q3 2021. 1,790 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

  • Fiduciary Planning reported no remaining Duke Energy position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 2,603 Duke Energy shares in Q4 2021, an estimated $254K.
  • Fiduciary Planning first reported a position in Duke Energy in Q3 2020 and held it in 4 quarters.
  • Fiduciary Planning's Duke Energy position peaked at $254K in Q3 2021.
  • 1,790 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.