KLCM
DUK icon

KG&L Capital Management’s Duke Energy DUK Stock Holding History

KG&L Capital 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
2020
Q2 		– Sell
-2,671
Closed -$216K – 99
2020
Q1 		$216K Sell
2,671
-879
-25% -$80.7K 0.21% 78
2019
Q4 		$323K Buy
+3,550
New +$325K 0.27% 75

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

KG&L Capital Management's DUK Position: Q2 2020 in Review

KG&L Capital Management sold out of Duke Energy (DUK) in Q2 2020, closing a stake of 2,671 shares — an estimated $216K sold.

KG&L Capital Management first reported a position in DUK in Q4 2019 and held it in 2 quarters. The position peaked at $323K in Q4 2019. 1,522 funds tracked by Wall St. Rank hold DUK as of Q2 2020.

  • KG&L Capital Management reported no remaining Duke Energy position as of Q2 2020 after selling out during the quarter.
  • KG&L Capital Management sold 2,671 Duke Energy shares in Q2 2020, an estimated $216K.
  • KG&L Capital Management first reported a position in Duke Energy in Q4 2019 and held it in 2 quarters.
  • KG&L Capital Management's Duke Energy position peaked at $323K in Q4 2019.
  • 1,522 funds tracked by Wall St. Rank held Duke Energy as of Q2 2020.

Based on KG&L Capital Management's 13F filing for Q2 2020, filed 9 Jul 2020.