MPS Loria Financial Planners’s Duke Energy DUK Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-300	Closed	-$28K	–	236
2021 Q1	$28K	Hold	300	–	–	0.01%	210
2020 Q4	$27K	Buy	300 +50	+20%	+$4.63K	0.01%	209
2020 Q3	$22K	Hold	250	–	–	0.01%	189
2020 Q2	$20K	Buy	+250	New	+$21.1K	0.01%	201
2018 Q4	–	Sell	-2,955	Closed	-$236K	–	73
2018 Q3	$236K	Buy	+2,955	New	+$239K	0.15%	63
2018 Q2	–	Sell	-2,954	Closed	-$229K	–	66
2018 Q1	$229K	Hold	2,954	–	–	0.16%	63
2017 Q4	$248K	Hold	2,954	–	–	0.17%	65
2017 Q3	$248K	Buy	2,954 +1	+0%	+$86	0.18%	61
2017 Q2	$257K	Buy	+2,953	New	+$248K	0.17%	55

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPS Loria Financial Planners's DUK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 300 shares — an estimated $28K sold.

MPS Loria Financial Planners first reported a position in DUK in Q2 2017 and held it in 9 quarters. The position peaked at $257K in Q2 2017. 1,655 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

MPS Loria Financial Planners reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 300 Duke Energy shares in Q2 2021, an estimated $28K.
MPS Loria Financial Planners first reported a position in Duke Energy in Q2 2017 and held it in 9 quarters.
MPS Loria Financial Planners's Duke Energy position peaked at $257K in Q2 2017.
1,655 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.