NIM
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NuWave Investment Management’s Duke Energy DUK Stock Holding History

NuWave Investment 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
Q1 		– Sell
-1,543
Closed -$162K – 303
2021
Q4 		$162K Sell
1,543
-2,782
-64% -$282K 0.18% 163
2021
Q3 		$422K Buy
+4,325
New +$448K 0.48% 76
2021
Q1 		– Sell
-1,566
Closed -$143K – 314
2020
Q4 		$143K Buy
1,566
+1,478
+1,680% +$137K 0.19% 147
2020
Q3 		$8K Sell
88
-1,073
-92% -$88.4K 0.01% 340
2020
Q2 		$98K Buy
+1,161
New +$98.1K 0.13% 152
2020
Q1 		– Sell
-4,297
Closed -$392K – 255
2019
Q4 		$392K Buy
4,297
+516
+14% +$47.3K 0.38% 96
2019
Q3 		$363K Buy
3,781
+737
+24% +$67.1K 0.36% 96
2019
Q2 		$269K Buy
3,044
+1,724
+131% +$152K 0.28% 108
2019
Q1 		$119K Sell
1,320
-2,916
-69% -$257K 0.14% 173
2018
Q4 		$366K Buy
4,236
+4,184
+8,046% +$356K 0.63% 58
2018
Q3 		$4K Sell
52
-143
-73% -$11.6K 0.01% 293
2018
Q2 		$15K Sell
195
-1,289
-87% -$99.1K 0.02% 215
2018
Q1 		$115K Sell
1,484
-9,517
-87% -$736K 0.18% 151
2017
Q4 		$925K Buy
+11,001
New +$961K 1.09% 16
2014
Q3 		$6K Buy
+80
New +$5.84K 0.02% 196
2014
Q2 		– Sell
-155
Closed -$11K – 313
2014
Q1 		$11K Sell
155
-6,387
-98% -$445K 0.03% 223
2013
Q4 		$452K Buy
6,542
+6,455
+7,420% +$452K 0.4% 96
2013
Q3 		$6K Buy
87
+2
+2% +$136 0.01% 271
2013
Q2 		$6K Buy
+85
New +$6.01K 0.01% 279

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 $3.37T AUM 44.26% 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

NuWave Investment Management's DUK Position: Q1 2022 in Review

NuWave Investment Management sold out of Duke Energy (DUK) in Q1 2022, closing a stake of 1,543 shares — an estimated $162K sold.

NuWave Investment Management first reported a position in DUK in Q2 2013 and held it in 19 quarters. The position peaked at $925K in Q4 2017. 1,844 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

  • NuWave Investment Management reported no remaining Duke Energy position as of Q1 2022 after selling out during the quarter.
  • NuWave Investment Management sold 1,543 Duke Energy shares in Q1 2022, an estimated $162K.
  • NuWave Investment Management first reported a position in Duke Energy in Q2 2013 and held it in 19 quarters.
  • NuWave Investment Management's Duke Energy position peaked at $925K in Q4 2017.
  • 1,844 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on NuWave Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.