Harvest Group Wealth Management’s Duke Energy DUK Stock Holding History

Harvest Group 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 Q1	–	Sell	-312	Closed	-$29K	–	210
2020 Q4	$29K	Buy	312 +4	+1%	+$370	0.02%	149
2020 Q3	$27K	Buy	308 +3	+1%	+$247	0.02%	137
2020 Q2	$24K	Buy	305 +3	+1%	+$253	0.02%	141
2020 Q1	$24K	Buy	302 +4	+1%	+$367	0.02%	119
2019 Q4	$27K	Buy	298 +3	+1%	+$275	0.02%	128
2019 Q3	$28K	Buy	295 +3	+1%	+$273	0.03%	119
2019 Q2	$25K	Buy	292 +3	+1%	+$265	0.03%	128
2019 Q1	$26K	Buy	+289	New	+$25.5K	0.02%	138

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Harvest Group Wealth Management's DUK Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 312 shares — an estimated $29K sold.

Harvest Group Wealth Management first reported a position in DUK in Q1 2019 and held it in 8 quarters. The position peaked at $29K in Q4 2020. 1,647 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

Harvest Group Wealth Management reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 312 Duke Energy shares in Q1 2021, an estimated $29K.
Harvest Group Wealth Management first reported a position in Duke Energy in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Duke Energy position peaked at $29K in Q4 2020.
1,647 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.