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Insight Wealth Strategies’s Duke Energy DUK Stock Holding History

Insight Wealth Strategies’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
-2,887
Closed -$279K – 201
2021
Q1 		$279K Buy
2,887
+40
+1% +$3.65K 0.04% 185
2020
Q4 		$261K Sell
2,847
-395
-12% -$36.5K 0.04% 185
2020
Q3 		$287K Buy
3,242
+576
+22% +$47.5K 0.05% 148
2020
Q2 		$213K Buy
2,666
+92
+4% +$7.77K 0.05% 159
2020
Q1 		$208K Buy
+2,574
New +$236K 0.06% 141

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

Insight Wealth Strategies's DUK Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 2,887 shares — an estimated $279K sold.

Insight Wealth Strategies first reported a position in DUK in Q1 2020 and held it in 5 quarters. The position peaked at $287K in Q3 2020. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,887 Duke Energy shares in Q2 2021, an estimated $279K.
  • Insight Wealth Strategies first reported a position in Duke Energy in Q1 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's Duke Energy position peaked at $287K in Q3 2020.
  • 1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.