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Freedman Financial Associates’s Duke Energy DUK Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-914
Closed -$102K – 109
2022
Q1 		$102K Hold
914
– – 0.07% 123
2021
Q4 		$96K Sell
914
-116
-11% -$11.8K 0.07% 124
2021
Q3 		$101K Buy
1,030
+116
+13% +$12K 0.07% 114
2021
Q2 		$90K Buy
914
+41
+5% +$4.12K 0.07% 121
2021
Q1 		$84K Hold
873
– – 0.07% 124
2020
Q4 		$80K Buy
+873
New +$80.8K 0.07% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedman Financial Associates's DUK Position: Q2 2022 in Review

Freedman Financial Associates sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 914 shares — an estimated $102K sold.

Freedman Financial Associates first reported a position in DUK in Q4 2020 and held it in 6 quarters. The position peaked at $102K in Q1 2022. 1,807 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Freedman Financial Associates reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 914 Duke Energy shares in Q2 2022, an estimated $102K.
  • Freedman Financial Associates first reported a position in Duke Energy in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Duke Energy position peaked at $102K in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.