MWM
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Minot Wealth Management’s Duke Energy DUK Stock Holding History

Minot Wealth 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
2022
Q2 		$660K Buy
6,158
+1,709
+38% +$188K 0.17% 98
2022
Q1 		$497K Buy
4,449
+122
+3% +$12.7K 0.11% 128
2021
Q4 		$454K Sell
4,327
-263
-6% -$26.7K 0.09% 135
2021
Q3 		$448K Buy
4,590
+350
+8% +$36.2K 0.1% 135
2021
Q2 		$430K Buy
4,240
+235
+6% +$23.6K 0.09% 134
2021
Q1 		$387K Buy
4,005
+138
+4% +$12.6K 0.1% 130
2020
Q4 		$354K Buy
3,867
+475
+14% +$43.9K 0.11% 115
2020
Q3 		$300K Buy
3,392
+350
+12% +$28.8K 0.11% 113
2020
Q2 		$243K Sell
3,042
-27
-0.9% -$2.28K 0.12% 99
2020
Q1 		$248K Sell
3,069
-14
-0.5% -$1.29K 0.18% 94
2019
Q4 		$294K Buy
+3,083
New +$283K 0.13% 108

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Minot Wealth Management's DUK Position: Q2 2022 in Review

Minot Wealth Management increased its Duke Energy (DUK) stake by 38% in Q2 2022, buying an estimated $188K and bringing the position to 6,158 shares worth $660K. The position accounts for 0.17% of the portfolio, ranked #98.

Minot Wealth Management first reported a position in DUK in Q4 2019 and has held it in 11 quarters since. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Minot Wealth Management held 6,158 shares of Duke Energy worth $660K as of Q2 2022.
  • Minot Wealth Management bought 1,709 Duke Energy shares in Q2 2022, an estimated $188K.
  • Duke Energy made up 0.17% of Minot Wealth Management's portfolio in Q2 2022, its #98 holding.
  • Minot Wealth Management first reported a position in Duke Energy in Q4 2019 and has held it in 11 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.