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Ford Financial Group’s Duke Energy DUK Stock Holding History

Ford Financial Group’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
2022
Q1 		– Sell
-500
Closed -$52 – 211
2021
Q4 		$52 Buy
+500
New +$50.7K 0.01% 213
2021
Q3 		– Sell
-500
Closed -$49K – 223
2021
Q2 		$49K Buy
+500
New +$50.2K 0.02% 212
2020
Q2 		– Sell
-2,500
Closed -$202K – 98
2020
Q1 		$202K Buy
+2,500
New +$230K 0.13% 81

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

Ford Financial Group's DUK Position: Q1 2022 in Review

Ford Financial Group sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 500 shares — an estimated $52 sold.

Ford Financial Group first reported a position in DUK in Q1 2020 and held it in 3 quarters. The position peaked at $202K in Q1 2020. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • Ford Financial Group reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 500 Duke Energy shares in Q1 2022, an estimated $52.
  • Ford Financial Group first reported a position in Duke Energy in Q1 2020 and held it in 3 quarters.
  • Ford Financial Group's Duke Energy position peaked at $202K in Q1 2020.
  • 1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.