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Outlook Wealth Advisors’s Duke Energy DUK Stock Holding History

Outlook Wealth Advisors’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
2020
Q4 		– Sell
-2,354
Closed -$209K – 185
2020
Q3 		$209K Buy
+2,354
New +$194K 0.08% 158
2020
Q2 		– Sell
-3,155
Closed -$255K – 167
2020
Q1 		$255K Sell
3,155
-506
-14% -$46.5K 0.14% 135
2019
Q4 		$334K Sell
3,661
-2,755
-43% -$253K 0.19% 110
2019
Q3 		$615K Sell
6,416
-592
-8% -$53.9K 0.37% 57
2019
Q2 		$618K Buy
7,008
+168
+2% +$14.8K 0.41% 61
2019
Q1 		$616K Buy
6,840
+5,206
+319% +$459K 0.51% 55
2018
Q4 		$1.41M Buy
+1,634
New +$139K 0.64% 34

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Outlook Wealth Advisors's DUK Position: Q4 2020 in Review

Outlook Wealth Advisors sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 2,354 shares — an estimated $209K sold.

Outlook Wealth Advisors first reported a position in DUK in Q4 2018 and held it in 7 quarters. The position peaked at $1.41M in Q4 2018. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Outlook Wealth Advisors reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,354 Duke Energy shares in Q4 2020, an estimated $209K.
  • Outlook Wealth Advisors first reported a position in Duke Energy in Q4 2018 and held it in 7 quarters.
  • Outlook Wealth Advisors's Duke Energy position peaked at $1.41M in Q4 2018.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Outlook Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.