Firestone Capital Management’s Duke Energy DUK Stock Holding History

Firestone Capital 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 Q4	–	Sell	-1,552	Closed	-$153K	–	212
2021 Q3	$153K	Hold	1,552	–	–	0.05%	136
2021 Q2	$153K	Hold	1,552	–	–	0.06%	133
2021 Q1	$150K	Hold	1,552	–	–	0.05%	133
2020 Q4	$142K	Hold	1,552	–	–	0.05%	130
2020 Q3	$137K	Hold	1,552	–	–	0.06%	110
2020 Q2	$124K	Hold	1,552	–	–	0.06%	118
2020 Q1	$126K	Hold	1,552	–	–	0.07%	105
2019 Q4	$142K	Buy	+1,552	New	+$142K	0.06%	123

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Firestone Capital Management's DUK Position: Q4 2021 in Review

Firestone Capital Management sold out of Duke Energy (DUK) in Q4 2021, closing a stake of 1,552 shares — an estimated $153K sold.

Firestone Capital Management first reported a position in DUK in Q4 2019 and held it in 8 quarters. The position peaked at $153K in Q3 2021. 1,790 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

Firestone Capital Management reported no remaining Duke Energy position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 1,552 Duke Energy shares in Q4 2021, an estimated $153K.
Firestone Capital Management first reported a position in Duke Energy in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's Duke Energy position peaked at $153K in Q3 2021.
1,790 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.