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Perpetual Investment Management’s Duke Energy DUK Stock Holding History

Perpetual 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
Q2 		– Sell
-8,200
Closed -$916K – 220
2022
Q1 		$916K Hold
8,200
– – 0.12% 136
2021
Q4 		$860K Sell
8,200
-1,400
-15% -$142K 0.1% 142
2021
Q3 		$937K Hold
9,600
– – 0.12% 131
2021
Q2 		$948K Buy
9,600
+4,600
+92% +$462K 0.13% 127
2021
Q1 		$481K Hold
5,000
– – 0.08% 132
2020
Q4 		$453K Buy
+5,000
New +$463K 0.07% 153

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
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

Perpetual Investment Management's DUK Position: Q2 2022 in Review

Perpetual Investment Management sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 8,200 shares — an estimated $916K sold.

Perpetual Investment Management first reported a position in DUK in Q4 2020 and held it in 6 quarters. The position peaked at $948K in Q2 2021. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Perpetual Investment Management reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
  • Perpetual Investment Management sold 8,200 Duke Energy shares in Q2 2022, an estimated $916K.
  • Perpetual Investment Management first reported a position in Duke Energy in Q4 2020 and held it in 6 quarters.
  • Perpetual Investment Management's Duke Energy position peaked at $948K in Q2 2021.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Perpetual Investment Management's 13F filing for Q2 2022, filed 10 Aug 2022.