MD Financial Management
DUK icon

MD Financial Management’s Duke Energy DUK Stock Holding History

MD Financial 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
Q4 		$2.67M Buy
25,467
+1,433
+6% +$145K 0.06% 140
2021
Q3 		$2.35M Buy
24,034
+3,836
+19% +$397K 0.06% 143
2021
Q2 		$1.99M Buy
+20,198
New +$2.03M 0.06% 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 $3.38T 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

MD Financial Management's DUK Position: Q4 2021 in Review

MD Financial Management increased its Duke Energy (DUK) stake by 6% in Q4 2021, buying an estimated $145K and bringing the position to 25,467 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #140.

MD Financial Management first reported a position in DUK in Q2 2021 and has held it in 3 quarters since. 1,791 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

  • MD Financial Management held 25,467 shares of Duke Energy worth $2.67M as of Q4 2021.
  • MD Financial Management bought 1,433 Duke Energy shares in Q4 2021, an estimated $145K.
  • Duke Energy made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #140 holding.
  • MD Financial Management first reported a position in Duke Energy in Q2 2021 and has held it in 3 quarters since.
  • 1,791 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.