Hoover Financial Advisors’s Duke Energy DUK Stock Holding History

Hoover Financial 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 Q2	$17K	Sell	173 -12	-6%	-$1.21K	﹤0.01%	413
2021 Q1	$19K	Buy	185 +12	+7%	+$1.09K	﹤0.01%	363
2020 Q4	$16K	Buy	+173	New	+$16K	﹤0.01%	356
2020 Q3	–	Sell	-215	Closed	-$17K	–	271
2020 Q2	$17K	Buy	+215	New	+$18.2K	0.01%	294

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

Hoover Financial Advisors's DUK Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Duke Energy (DUK) stake by 6.5% in Q2 2021, selling an estimated $1.21K and leaving 173 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Hoover Financial Advisors first reported a position in DUK in Q2 2020 and has held it in 4 quarters since. The position peaked at $19K in Q1 2021. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

Hoover Financial Advisors held 173 shares of Duke Energy worth $17K as of Q2 2021.
Hoover Financial Advisors sold 12 Duke Energy shares in Q2 2021, an estimated $1.21K.
Duke Energy made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #413 holding.
Hoover Financial Advisors first reported a position in Duke Energy in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's Duke Energy position peaked at $19K in Q1 2021.
1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.