FWM
DUK icon

Frontier Wealth Management’s Duke Energy DUK Stock Holding History

Frontier 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
2022
Q2 		$3.58M Buy
33,383
+12,479
+60% +$1.37M 0.26% 87
2022
Q1 		$2.41M Buy
20,904
+6,377
+44% +$662K 0.03% 100
2021
Q4 		$1.52M Buy
14,527
+992
+7% +$101K 0.1% 143
2021
Q3 		$1.32M Buy
13,535
+1,987
+17% +$206K 0.09% 153
2021
Q2 		$1.14M Buy
11,548
+1,124
+11% +$113K 0.08% 165
2021
Q1 		$1.01M Sell
10,424
-1,679
-14% -$153K 0.08% 163
2020
Q4 		$1.11M Sell
12,103
-50
-0.4% -$4.63K 0.09% 148
2020
Q3 		$1.08M Buy
12,153
+470
+4% +$38.7K 0.1% 143
2020
Q2 		$933K Buy
11,683
+3,219
+38% +$272K 0.09% 151
2020
Q1 		$685K Buy
8,464
+765
+10% +$70.3K 0.11% 153
2019
Q4 		$702K Sell
7,699
-348
-4% -$31.9K 0.11% 139
2019
Q3 		$771K Buy
8,047
+500
+7% +$45.5K 0.11% 147
2019
Q2 		$666K Buy
7,547
+186
+3% +$16.4K 0.1% 158
2019
Q1 		$662K Sell
7,361
-216
-3% -$19K 0.09% 184
2018
Q4 		$654K Buy
7,577
+202
+3% +$17.2K 0.1% 172
2018
Q3 		$590K Buy
7,375
+575
+8% +$46.5K 0.06% 206
2018
Q2 		$538K Sell
6,800
-689
-9% -$53K 0.08% 208
2018
Q1 		$580K Buy
7,489
+2,066
+38% +$160K 0.08% 207
2017
Q4 		$456K Sell
5,423
-1,099
-17% -$96K 0.07% 217
2017
Q3 		$547K Buy
6,522
+31
+0.5% +$2.65K 0.08% 222
2017
Q2 		$543K Sell
6,491
-290
-4% -$24.4K 0.08% 210
2017
Q1 		$556K Buy
6,781
+1
+0% +$79 0.09% 213
2016
Q4 		$526K Sell
6,780
-24
-0.4% -$1.84K 0.09% 208
2016
Q3 		$545K Sell
6,804
-207
-3% -$17.1K 0.08% 193
2016
Q2 		$602K Hold
7,011
– – 0.1% 183
2016
Q1 		$566K Buy
7,011
+352
+5% +$26.6K 0.05% 190
2015
Q4 		$475K Sell
6,659
-110
-2% -$7.73K 0.08% 203
2015
Q3 		$487K Buy
6,769
+1,198
+22% +$86.7K 0.08% 210
2015
Q2 		$393K Buy
5,571
+1,359
+32% +$103K 0.06% 227
2015
Q1 		$323K Buy
4,212
+474
+13% +$38.5K 0.05% 220
2014
Q4 		$312K Buy
+3,738
New +$301K 0.06% 185

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Frontier Wealth Management's DUK Position: Q2 2022 in Review

Frontier Wealth Management increased its Duke Energy (DUK) stake by 60% in Q2 2022, buying an estimated $1.37M and bringing the position to 33,383 shares worth $3.58M. The position accounts for 0.26% of the portfolio, ranked #87.

Frontier Wealth Management first reported a position in DUK in Q4 2014 and has held it in 31 quarters since. 1,809 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Frontier Wealth Management held 33,383 shares of Duke Energy worth $3.58M as of Q2 2022.
  • Frontier Wealth Management bought 12,479 Duke Energy shares in Q2 2022, an estimated $1.37M.
  • Duke Energy made up 0.26% of Frontier Wealth Management's portfolio in Q2 2022, its #87 holding.
  • Frontier Wealth Management first reported a position in Duke Energy in Q4 2014 and has held it in 31 quarters since.
  • 1,809 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.