Hall Private Wealth Advisors’s Duke Energy DUK Stock Holding History

Hall Private Wealth Advisors’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 Q4	–	Sell	-5,141	Closed	-$502K	–	48
2021 Q3	$502K	Sell	5,141 -299	-5%	-$31K	0.32%	33
2021 Q2	$537K	Buy	+5,440	New	+$547K	0.35%	36
2020 Q4	$277K	Buy	+3,030	New	+$280K	0.23%	39

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Hall Private Wealth Advisors's DUK Position: Q4 2021 in Review

Hall Private Wealth Advisors sold out of Duke Energy (DUK) in Q4 2021, closing a stake of 5,141 shares — an estimated $502K sold.

Hall Private Wealth Advisors first reported a position in DUK in Q4 2020 and held it in 3 quarters. The position peaked at $537K in Q2 2021. 1,790 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

Hall Private Wealth Advisors reported no remaining Duke Energy position as of Q4 2021 after selling out during the quarter.
Hall Private Wealth Advisors sold 5,141 Duke Energy shares in Q4 2021, an estimated $502K.
Hall Private Wealth Advisors first reported a position in Duke Energy in Q4 2020 and held it in 3 quarters.
Hall Private Wealth Advisors's Duke Energy position peaked at $537K in Q2 2021.
1,790 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Hall Private Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.