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Price Wealth’s Duke Energy DUK Stock Holding History

Price Wealth’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
Q3 		$102K Buy
+1,156
New +$95.3K 0.03% 99
2020
Q2 		– Sell
-63
Closed -$5K – 445
2020
Q1 		$5K Hold
63
– – ﹤0.01% 202
2019
Q4 		$6K Buy
+63
New +$5.78K ﹤0.01% 182
2018
Q3 		– Sell
-258
Closed -$20K – 236
2018
Q2 		$20K Buy
258
+129
+100% +$9.92K 0.01% 200
2018
Q1 		$10K Sell
129
-129
-50% -$9.97K 0.01% 163
2017
Q4 		$21K Buy
+258
New +$22.5K 0.01% 111

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Price Wealth's DUK Position: Q3 2020 in Review

Price Wealth opened a new position in Duke Energy (DUK) in Q3 2020: 1,156 shares worth $102K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: Price Wealth previously reported a position in DUK as recently as Q1 2020.

Price Wealth first reported a position in DUK in Q4 2017 and has held it in 6 quarters since. 1,525 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • Price Wealth held 1,156 shares of Duke Energy worth $102K as of Q3 2020.
  • Duke Energy was a new Price Wealth position in Q3 2020.
  • Duke Energy made up 0.03% of Price Wealth's portfolio in Q3 2020, its #99 holding.
  • Price Wealth first reported a position in Duke Energy in Q4 2017 and has held it in 6 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.