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 $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

Regal Wealth Group's DUK Position: Q2 2021 in Review

Regal Wealth Group sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 320 shares — an estimated $31K sold.

Regal Wealth Group first reported a position in DUK in Q2 2016 and held it in 18 quarters. The position peaked at $31K in Q1 2021. 1,656 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

Regal Wealth Group reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 320 Duke Energy shares in Q2 2021, an estimated $31K.
Regal Wealth Group first reported a position in Duke Energy in Q2 2016 and held it in 18 quarters.
Regal Wealth Group's Duke Energy position peaked at $31K in Q1 2021.
1,656 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.