IndexIQ Advisors’s Duke Energy DUK Stock Holding History

IndexIQ 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
2022 Q1	$3.42M	Buy	+30,636	New	+$3.18M	0.12%	178
2020 Q1	–	Sell	-46,436	Closed	-$4.24M	–	1070
2019 Q4	$4.24M	Buy	46,436 +10,057	+28%	+$922K	0.15%	135
2019 Q3	$3.49M	Sell	36,379 -12,447	-25%	-$1.13M	0.12%	128
2019 Q2	$4.31M	Sell	48,826 -929	-2%	-$82.1K	0.13%	132
2019 Q1	$4.48M	Buy	+49,755	New	+$4.39M	0.13%	116
2018 Q1	–	Sell	-9,361	Closed	-$787K	–	589
2017 Q4	$787K	Buy	+9,361	New	+$818K	0.03%	446

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

IndexIQ Advisors's DUK Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Duke Energy (DUK) in Q1 2022: 30,636 shares worth $3.42M. The stake represents 0.12% of the portfolio and ranks #178 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in DUK as recently as Q4 2019.

IndexIQ Advisors first reported a position in DUK in Q4 2017 and has held it in 6 quarters since. The position peaked at $4.48M in Q1 2019. 1,844 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

IndexIQ Advisors held 30,636 shares of Duke Energy worth $3.42M as of Q1 2022.
Duke Energy was a new IndexIQ Advisors position in Q1 2022.
Duke Energy made up 0.12% of IndexIQ Advisors's portfolio in Q1 2022, its #178 holding.
IndexIQ Advisors first reported a position in Duke Energy in Q4 2017 and has held it in 6 quarters since.
IndexIQ Advisors's Duke Energy position peaked at $4.48M in Q1 2019.
1,844 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.