Holloway Wealth Management’s Duke Energy DUK Stock Holding History

Holloway 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 Q1	–	Hold	0	–	–	–	72
2021 Q4	–	Hold	0	–	–	–	74
2021 Q3	–	Hold	0	–	–	–	75
2021 Q2	–	Hold	0	–	–	–	76
2021 Q1	–	Hold	0	–	–	–	76
2020 Q4	–	Hold	0	–	–	–	65
2020 Q3	–	Hold	0	–	–	–	61
2020 Q2	–	Hold	0	–	–	–	57
2020 Q1	–	Hold	0	–	–	–	53
2019 Q4	–	Hold	0	–	–	–	53
2019 Q3	–	Hold	0	–	–	–	48
2019 Q2	–	Hold	0	–	–	–	53
2019 Q1	–	Hold	0	–	–	–	45
2018 Q4	–	Hold	0	–	–	–	42
2018 Q3	–	Hold	0	–	–	–	44
2018 Q2	–	Hold	0	–	–	–	50
2018 Q1	–	Hold	0	–	–	–	49
2017 Q4	–	Hold	0	–	–	–	42
2017 Q3	–	Hold	0	–	–	–	85
2017 Q2	–	Hold	0	–	–	–	87
2017 Q1	–	Hold	0	–	–	–	83
2016 Q4	–	Hold	0	–	–	–	79

Other funds holding DUK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Franklin Resources

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

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

Legal & General Group

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