IF
DUK icon

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 – 230
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 $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return