HBC Financial Services’s Duke Energy DUK Stock Holding History

HBC Financial Services’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 Q4	–	Sell	-5	Closed	-$1K	–	165
2020 Q3	$1K	Buy	+5	New	+$412	﹤0.01%	155

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HBC Financial Services's DUK Position: Q4 2020 in Review

HBC Financial Services sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

HBC Financial Services first reported a position in DUK in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 1,641 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

HBC Financial Services reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
HBC Financial Services sold 5 Duke Energy shares in Q4 2020, an estimated $1K.
HBC Financial Services first reported a position in Duke Energy in Q3 2020 and held it in 1 quarter.
HBC Financial Services's Duke Energy position peaked at $1K in Q3 2020.
1,641 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.