QCM Cayman’s Duke Energy DUK Stock Holding History

QCM Cayman’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 Q1	–	Sell	-2,300	Closed	-$211K	–	152
2020 Q4	$211K	Buy	+2,300	New	+$213K	0.22%	215
2015 Q2	–	Sell	-3,974	Closed	-$305K	–	200
2015 Q1	$305K	Buy	+3,974	New	+$323K	0.16%	108

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QCM Cayman's DUK Position: Q1 2021 in Review

QCM Cayman sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 2,300 shares — an estimated $211K sold.

QCM Cayman first reported a position in DUK in Q1 2015 and held it in 2 quarters. The position peaked at $305K in Q1 2015. 1,649 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

QCM Cayman reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
QCM Cayman sold 2,300 Duke Energy shares in Q1 2021, an estimated $211K.
QCM Cayman first reported a position in Duke Energy in Q1 2015 and held it in 2 quarters.
QCM Cayman's Duke Energy position peaked at $305K in Q1 2015.
1,649 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on QCM Cayman's 13F filing for Q1 2021, filed 17 May 2021.