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Foresight Wealth Management’s Duke Energy DUK Stock Holding History

Foresight 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
-2,421
Closed -$239K – 132
2021
Q2 		$239K Buy
2,421
+75
+3% +$7.54K 0.05% 109
2021
Q1 		$226K Hold
2,346
– – 0.06% 99
2020
Q4 		$215K Hold
2,346
– – 0.06% 106
2020
Q3 		$208K Buy
+2,346
New +$193K 0.07% 86
2020
Q1 		– Sell
-2,346
Closed -$214K – 106
2019
Q4 		$214K Hold
2,346
– – 0.13% 93
2019
Q3 		$225K Hold
2,346
– – 0.16% 87
2019
Q2 		$207K Hold
2,346
– – 0.16% 96
2019
Q1 		$211K Hold
2,346
– – 0.18% 90
2018
Q4 		$202K Buy
+2,346
New +$200K 0.21% 85

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Foresight Wealth Management sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 2,421 shares — an estimated $239K sold.

Foresight Wealth Management first reported a position in DUK in Q4 2018 and held it in 9 quarters. The position peaked at $239K in Q2 2021. 1,642 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Foresight Wealth Management reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 2,421 Duke Energy shares in Q3 2021, an estimated $239K.
  • Foresight Wealth Management first reported a position in Duke Energy in Q4 2018 and held it in 9 quarters.
  • Foresight Wealth Management's Duke Energy position peaked at $239K in Q2 2021.
  • 1,642 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.