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Paces Ferry Wealth Advisors’s Duke Energy DUK Stock Holding History

Paces Ferry 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
-1,054
Closed -$93K – 399
2020
Q3 		$93K Buy
+1,054
New +$86.9K 0.08% 167

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State Street
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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

Paces Ferry Wealth Advisors's DUK Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 1,054 shares — an estimated $93K sold.

Paces Ferry Wealth Advisors first reported a position in DUK in Q3 2020 and held it in 1 quarter. The position peaked at $93K in Q3 2020. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 1,054 Duke Energy shares in Q4 2020, an estimated $93K.
  • Paces Ferry Wealth Advisors first reported a position in Duke Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Duke Energy position peaked at $93K in Q3 2020.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.