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Hayden Royal’s Duke Energy DUK Stock Holding History

Hayden Royal’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
2020
Q2 		– Sell
-3,563
Closed -$288K – 185
2020
Q1 		$288K Buy
3,563
+636
+22% +$58.4K 0.17% 147
2019
Q4 		$301K Buy
+2,927
New +$268K 0.15% 151
2019
Q1 		– Sell
-2,760
Closed -$238K – 143
2018
Q4 		$238K Buy
+2,760
New +$235K 0.12% 166

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Hayden Royal's DUK Position: Q2 2020 in Review

Hayden Royal sold out of Duke Energy (DUK) in Q2 2020, closing a stake of 3,563 shares — an estimated $288K sold.

Hayden Royal first reported a position in DUK in Q4 2018 and held it in 3 quarters. The position peaked at $301K in Q4 2019. 1,522 funds tracked by Wall St. Rank hold DUK as of Q2 2020.

  • Hayden Royal reported no remaining Duke Energy position as of Q2 2020 after selling out during the quarter.
  • Hayden Royal sold 3,563 Duke Energy shares in Q2 2020, an estimated $288K.
  • Hayden Royal first reported a position in Duke Energy in Q4 2018 and held it in 3 quarters.
  • Hayden Royal's Duke Energy position peaked at $301K in Q4 2019.
  • 1,522 funds tracked by Wall St. Rank held Duke Energy as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.