MAWCM
DUK icon

Mine & Arao Wealth Creation & Management’s Duke Energy DUK Stock Holding History

Mine & Arao Wealth Creation & 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
Q3 		– Sell
-50
Closed -$5K – 288
2021
Q2 		$5K Hold
50
– – ﹤0.01% 244
2021
Q1 		$5K Hold
50
– – ﹤0.01% 235
2020
Q4 		$5K Hold
50
– – ﹤0.01% 235
2020
Q3 		$4K Hold
50
– – ﹤0.01% 232
2020
Q2 		$4K Sell
50
-100
-67% -$8.45K ﹤0.01% 212
2020
Q1 		$12K Sell
150
-150
-50% -$13.8K 0.01% 169
2019
Q4 		$27K Buy
+300
New +$27.5K 0.03% 147

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's DUK Position: Q3 2021 in Review

Mine & Arao Wealth Creation & Management sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 50 shares — an estimated $5K sold.

Mine & Arao Wealth Creation & Management first reported a position in DUK in Q4 2019 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 1,640 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Mine & Arao Wealth Creation & Management reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 50 Duke Energy shares in Q3 2021, an estimated $5K.
  • Mine & Arao Wealth Creation & Management first reported a position in Duke Energy in Q4 2019 and held it in 7 quarters.
  • Mine & Arao Wealth Creation & Management's Duke Energy position peaked at $27K in Q4 2019.
  • 1,640 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2021, filed 12 Nov 2021.