Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPCG
Fort Pitt Capital Group’s
Duke Energy
DUK
Stock Holding History
Fort Pitt Capital 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
Q3
–
Sell
-15,187
Closed
-$1.63M
–
121
2022
Q2
$1.63M
Buy
15,187
+5,392
+55%
+$593K
0.07%
68
2022
Q1
$1.09M
Buy
9,795
+2,376
+32%
+$247K
0.04%
78
2021
Q4
$778K
Buy
+7,419
New
+$752K
0.03%
93
2021
Q3
–
Sell
-70,089
Closed
-$6.92M
–
139
2021
Q2
$6.92M
Buy
70,089
+2,335
+3%
+$235K
0.28%
55
2021
Q1
$6.54M
Buy
67,754
+8,518
+14%
+$777K
0.29%
53
2020
Q4
$5.42M
Buy
59,236
+7,279
+14%
+$673K
0.26%
53
2020
Q3
$4.6M
Buy
51,957
+2,917
+6%
+$240K
0.26%
58
2020
Q2
$3.92M
Buy
49,040
+1,026
+2%
+$86.7K
0.23%
66
2020
Q1
$3.88M
Sell
48,014
-23,701
-33%
-$2.18M
0.27%
64
2019
Q4
$6.54M
Buy
71,715
+4,112
+6%
+$377K
0.37%
50
2019
Q3
$6.48M
Buy
+67,603
New
+$6.15M
0.39%
48
2019
Q2
–
Sell
-3,652
Closed
-$329K
–
131
2019
Q1
$329K
Sell
3,652
-115
-3%
-$10.1K
0.02%
108
2018
Q4
$325K
Buy
3,767
+1,149
+44%
+$97.8K
0.03%
127
2018
Q3
$209K
Buy
2,618
+2
+0.1%
+$162
0.02%
134
2018
Q2
$207K
Sell
2,616
-2,825
-52%
-$217K
0.02%
129
2018
Q1
$422K
Buy
+5,441
New
+$421K
0.03%
90
Other funds holding DUK
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close