Polaris Wealth Advisory Group’s Duke Energy DUK Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-2,144	Closed	-$209K	–	178
2021 Q1	$209K	Buy	+2,144	New	+$196K	0.01%	165
2018 Q4	–	Sell	-686	Closed	-$55K	–	224
2018 Q3	$55K	Buy	686 +652	+1,918%	+$52.7K	﹤0.01%	242
2018 Q2	$3K	Sell	34 -539	-94%	-$41.5K	﹤0.01%	232
2018 Q1	$44K	Buy	+573	New	+$44.3K	﹤0.01%	229

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's DUK Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 2,144 shares — an estimated $209K sold.

Polaris Wealth Advisory Group first reported a position in DUK in Q1 2018 and held it in 4 quarters. The position peaked at $209K in Q1 2021. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

Polaris Wealth Advisory Group reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,144 Duke Energy shares in Q2 2021, an estimated $209K.
Polaris Wealth Advisory Group first reported a position in Duke Energy in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Duke Energy position peaked at $209K in Q1 2021.
1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.