MIFH
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Migdal Insurance & Financial Holdings’s Duke Energy DUK Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q3 		– Sell
-1,253
Closed -$134K – 537
2022
Q2 		$134K Buy
1,253
+177
+16% +$19.5K ﹤0.01% 275
2022
Q1 		$120K Buy
1,076
+60
+6% +$6.23K ﹤0.01% 330
2021
Q4 		$106K Buy
1,016
+44
+5% +$4.46K ﹤0.01% 354
2021
Q3 		$95K Buy
972
+12
+1% +$1.24K ﹤0.01% 354
2021
Q2 		$95K Buy
960
+141
+17% +$14.2K ﹤0.01% 404
2021
Q1 		$79K Buy
819
+35
+4% +$3.19K ﹤0.01% 493
2020
Q4 		$72K Sell
784
-72
-8% -$6.66K ﹤0.01% 449
2020
Q3 		$76K Sell
856
-274
-24% -$22.6K ﹤0.01% 507
2020
Q2 		$90K Sell
1,130
-7
-0.6% -$591 ﹤0.01% 432
2020
Q1 		$92K Sell
1,137
-1,212
-52% -$111K ﹤0.01% 399
2019
Q4 		$214K Buy
2,349
+152
+7% +$13.9K ﹤0.01% 405
2019
Q3 		$211K Buy
2,197
+777
+55% +$70.7K ﹤0.01% 460
2019
Q2 		$125K Buy
1,420
+374
+36% +$33.1K ﹤0.01% 541
2019
Q1 		$94K Buy
1,046
+664
+174% +$58.5K ﹤0.01% 524
2018
Q4 		$33K Sell
382
-52
-12% -$4.43K ﹤0.01% 586
2018
Q3 		$35K Sell
434
-57
-12% -$4.61K ﹤0.01% 719
2018
Q2 		$39K Sell
491
-34
-6% -$2.62K ﹤0.01% 674
2018
Q1 		$41K Buy
525
+141
+37% +$10.9K ﹤0.01% 454
2017
Q4 		$32K Buy
384
+110
+40% +$9.61K ﹤0.01% 443
2017
Q3 		$23K Buy
274
+15
+6% +$1.28K ﹤0.01% 493
2017
Q2 		$22K Buy
259
+5
+2% +$420 ﹤0.01% 412
2017
Q1 		$21K Buy
254
+138
+119% +$11K ﹤0.01% 416
2016
Q4 		$9K Buy
+116
New +$8.88K ﹤0.01% 396

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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's DUK Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 1,253 shares — an estimated $134K sold.

Migdal Insurance & Financial Holdings first reported a position in DUK in Q4 2016 and held it in 23 quarters. The position peaked at $214K in Q4 2019. 1,755 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,253 Duke Energy shares in Q3 2022, an estimated $134K.
  • Migdal Insurance & Financial Holdings first reported a position in Duke Energy in Q4 2016 and held it in 23 quarters.
  • Migdal Insurance & Financial Holdings's Duke Energy position peaked at $214K in Q4 2019.
  • 1,755 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.