IF
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Ironwood Financial’s Duke Energy DUK Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-60
Closed -$6K – 229
2021
Q3 		$6K Hold
60
– – ﹤0.01% 418
2021
Q2 		$6K Hold
60
– – ﹤0.01% 411
2021
Q1 		$6K Hold
60
– – ﹤0.01% 395
2020
Q4 		$5K Hold
60
– – ﹤0.01% 377
2020
Q3 		$5K Hold
60
– – ﹤0.01% 322
2020
Q2 		$5K Hold
60
– – ﹤0.01% 305
2020
Q1 		$5K Sell
60
-6
-9% -$551 ﹤0.01% 269
2019
Q4 		$6K Hold
66
– – ﹤0.01% 298
2019
Q3 		$6K Hold
66
– – ﹤0.01% 304
2019
Q2 		$6K Hold
66
– – ﹤0.01% 305
2019
Q1 		$6K Hold
66
– – ﹤0.01% 295
2018
Q4 		$6K Hold
66
– – ﹤0.01% 281
2018
Q3 		$5K Buy
+66
New +$5.34K ﹤0.01% 301
2015
Q3 		$5K Buy
+74
New +$5.36K ﹤0.01% 260

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ironwood Financial's DUK Position: Q4 2021 in Review

Ironwood Financial sold out of Duke Energy (DUK) in Q4 2021, closing a stake of 60 shares — an estimated $6K sold.

Ironwood Financial first reported a position in DUK in Q3 2015 and held it in 14 quarters. The position peaked at $6K in Q3 2021. 1,791 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

  • Ironwood Financial reported no remaining Duke Energy position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 60 Duke Energy shares in Q4 2021, an estimated $6K.
  • Ironwood Financial first reported a position in Duke Energy in Q3 2015 and held it in 14 quarters.
  • Ironwood Financial's Duke Energy position peaked at $6K in Q3 2021.
  • 1,791 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.