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Personal Wealth Partners’s Duke Energy DUK Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-87
Closed -$9K – 176
2021
Q2 		$9K Buy
+87
New +$8.74K ﹤0.01% 273
2020
Q1 		– Sell
-258
Closed -$24K – 211
2019
Q4 		$24K Hold
258
– – 0.01% 186
2019
Q3 		$25K Buy
258
+30
+13% +$2.73K 0.01% 185
2019
Q2 		$20K Buy
+228
New +$20.2K 0.01% 184

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
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
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

Personal Wealth Partners's DUK Position: Q3 2021 in Review

Personal Wealth Partners sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 87 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in DUK in Q2 2019 and held it in 4 quarters. The position peaked at $25K in Q3 2019. 1,640 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Personal Wealth Partners reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 87 Duke Energy shares in Q3 2021, an estimated $9K.
  • Personal Wealth Partners first reported a position in Duke Energy in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Duke Energy position peaked at $25K in Q3 2019.
  • 1,640 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.