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Mairs & Power Inc’s Duke Energy DUK Stock Holding History

Mairs & Power Inc’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
2023
Q2 		– Sell
-2,109
Closed -$203K – 231
2023
Q1 		$203K Buy
+2,109
New +$208K ﹤0.01% 227
2022
Q3 		– Sell
-2,274
Closed -$244K – 225
2022
Q2 		$244K Sell
2,274
-118
-5% -$13K ﹤0.01% 178
2022
Q1 		$267K Sell
2,392
-75
-3% -$7.79K ﹤0.01% 192
2021
Q4 		$259K Sell
2,467
-107
-4% -$10.8K ﹤0.01% 192
2021
Q3 		$251K Hold
2,574
– – ﹤0.01% 188
2021
Q2 		$254K Hold
2,574
– – ﹤0.01% 191
2021
Q1 		$248K Buy
2,574
+86
+3% +$7.85K ﹤0.01% 199
2020
Q4 		$228K Buy
2,488
+64
+3% +$5.92K ﹤0.01% 202
2020
Q3 		$215K Buy
+2,424
New +$200K ﹤0.01% 194
2020
Q2 		– Sell
-2,974
Closed -$241K – 205
2020
Q1 		$241K Hold
2,974
– – ﹤0.01% 185
2019
Q4 		$271K Buy
+2,974
New +$273K ﹤0.01% 193
2018
Q3 		– Sell
-2,750
Closed -$217K – 218
2018
Q2 		$217K Buy
+2,750
New +$212K ﹤0.01% 198
2017
Q3 		– Sell
-2,704
Closed -$226K – 202
2017
Q2 		$226K Sell
2,704
-116
-4% -$9.75K ﹤0.01% 194
2017
Q1 		$231K Buy
+2,820
New +$224K ﹤0.01% 193
2016
Q3 		– Sell
-2,421
Closed -$208K – 197
2016
Q2 		$208K Buy
+2,421
New +$193K ﹤0.01% 182
2015
Q2 		– Sell
-2,656
Closed -$204K – 181
2015
Q1 		$204K Sell
2,656
-250
-9% -$20.3K ﹤0.01% 182
2014
Q4 		$243K Hold
2,906
– – ﹤0.01% 181
2014
Q3 		$217K Hold
2,906
– – ﹤0.01% 182
2014
Q2 		$216K Sell
2,906
-166
-5% -$11.9K ﹤0.01% 185
2014
Q1 		$219K Buy
+3,072
New +$214K ﹤0.01% 191

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mairs & Power Inc's DUK Position: Q2 2023 in Review

Mairs & Power Inc sold out of Duke Energy (DUK) in Q2 2023, closing a stake of 2,109 shares — an estimated $203K sold.

Mairs & Power Inc first reported a position in DUK in Q1 2014 and held it in 20 quarters. The position peaked at $271K in Q4 2019. 1,804 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

  • Mairs & Power Inc reported no remaining Duke Energy position as of Q2 2023 after selling out during the quarter.
  • Mairs & Power Inc sold 2,109 Duke Energy shares in Q2 2023, an estimated $203K.
  • Mairs & Power Inc first reported a position in Duke Energy in Q1 2014 and held it in 20 quarters.
  • Mairs & Power Inc's Duke Energy position peaked at $271K in Q4 2019.
  • 1,804 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Mairs & Power Inc's 13F filing for Q2 2023, filed 14 Aug 2023.