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Reby Advisors’s Duke Energy DUK Stock Holding History

Reby Advisors’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
Q4 		$11K Buy
+115
New +$10.6K ﹤0.01% 412

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reby Advisors's DUK Position: Q4 2020 in Review

Reby Advisors opened a new position in Duke Energy (DUK) in Q4 2020: 115 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Reby Advisors held 115 shares of Duke Energy worth $11K as of Q4 2020.
  • Duke Energy was a new Reby Advisors position in Q4 2020.
  • Duke Energy made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #412 holding.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.