Kalos Management’s Duke Energy DUK Stock Holding History

Kalos Management’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	-2,023	Closed	-$207K	–	274
2021 Q1	$207K	Buy	+2,023	New	+$185K	0.06%	264
2016 Q3	–	Sell	-3,014	Closed	-$259K	–	141
2016 Q2	$259K	Buy	+3,014	New	+$241K	0.2%	125
2015 Q4	–	Hold	0	–	–	–	341

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kalos Management's DUK Position: Q2 2021 in Review

Kalos Management sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 2,023 shares — an estimated $207K sold.

Kalos Management first reported a position in DUK in Q2 2016 and held it in 2 quarters. The position peaked at $259K in Q2 2016. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

Kalos Management reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
Kalos Management sold 2,023 Duke Energy shares in Q2 2021, an estimated $207K.
Kalos Management first reported a position in Duke Energy in Q2 2016 and held it in 2 quarters.
Kalos Management's Duke Energy position peaked at $259K in Q2 2016.
1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Kalos Management's 13F filing for Q2 2021, filed 11 Aug 2021.