HI
DUK icon

Human Investing’s Duke Energy DUK Stock Holding History

Human Investing’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 		– Sell
-398
Closed -$38K – 158
2021
Q1 		$38K Hold
398
– – 0.01% 171
2020
Q4 		$36K Hold
398
– – 0.01% 174
2020
Q3 		$35K Sell
398
-11
-3% -$907 0.01% 169
2020
Q2 		$33K Buy
409
+11
+3% +$929 0.01% 170
2020
Q1 		$32K Hold
398
– – 0.01% 178
2019
Q4 		$36K Sell
398
-388
-49% -$35.6K 0.01% 219
2019
Q3 		$75K Sell
786
-1
-0.1% -$91 0.03% 177
2019
Q2 		$69K Hold
787
– – 0.03% 198
2019
Q1 		$71K Hold
787
– – 0.03% 179
2018
Q4 		$68K Buy
+787
New +$67K 0.03% 188

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
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

Human Investing's DUK Position: Q2 2021 in Review

Human Investing sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 398 shares — an estimated $38K sold.

Human Investing first reported a position in DUK in Q4 2018 and held it in 10 quarters. The position peaked at $75K in Q3 2019. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

  • Human Investing reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
  • Human Investing sold 398 Duke Energy shares in Q2 2021, an estimated $38K.
  • Human Investing first reported a position in Duke Energy in Q4 2018 and held it in 10 quarters.
  • Human Investing's Duke Energy position peaked at $75K in Q3 2019.
  • 1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.