Regal Wealth Group’s Duke Energy DUK Stock Holding History

Regal Wealth 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	-320	Closed	-$31K	–	104
2021 Q1	$31K	Buy	320 +1	+0.3%	+$91	0.02%	118
2020 Q4	$29K	Buy	319 +2	+0.6%	+$185	0.02%	116
2020 Q3	$28K	Buy	317 +1	+0.3%	+$82	0.02%	106
2020 Q2	$25K	Buy	316 +123	+64%	+$10.4K	0.02%	111
2020 Q1	$16K	Hold	193	–	–	0.02%	112
2019 Q4	$18K	Hold	193	–	–	0.01%	131
2019 Q3	$19K	Hold	193	–	–	0.01%	108
2019 Q2	$17K	Hold	193	–	–	0.01%	107
2019 Q1	$17K	Hold	193	–	–	0.01%	102
2018 Q4	$17K	Hold	193	–	–	0.02%	101
2018 Q3	$15K	Hold	193	–	–	0.01%	109
2018 Q2	$15K	Hold	193	–	–	0.02%	117
2018 Q1	$15K	Hold	193	–	–	0.01%	114
2017 Q4	$16K	Hold	193	–	–	0.01%	113
2017 Q3	$16K	Hold	193	–	–	0.01%	105
2017 Q2	$16K	Buy	+193	New	+$16.2K	0.01%	105
2016 Q4	–	Sell	-56	Closed	-$4K	–	165
2016 Q3	$4K	Hold	56	–	–	﹤0.01%	149
2016 Q2	$5K	Buy	+56	New	+$4.48K	﹤0.01%	142

Other funds holding DUK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

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

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