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Reynolds Investment Management’s Duke Energy DUK Stock Holding History

Reynolds Investment Management’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
2022
Q2 		$3.31M Sell
30,851
-1,296
-4% -$143K 1.18% 24
2022
Q1 		$3.59M Buy
+32,147
New +$3.34M 1.06% 24

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reynolds Investment Management's DUK Position: Q2 2022 in Review

Reynolds Investment Management reduced its Duke Energy (DUK) stake by 4% in Q2 2022, selling an estimated $143K and leaving 30,851 shares worth $3.31M. The position accounts for 1.18% of the portfolio, ranked #24.

Reynolds Investment Management first reported a position in DUK in Q1 2022 and has held it in 2 quarters since. The position peaked at $3.59M in Q1 2022. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Reynolds Investment Management held 30,851 shares of Duke Energy worth $3.31M as of Q2 2022.
  • Reynolds Investment Management sold 1,296 Duke Energy shares in Q2 2022, an estimated $143K.
  • Duke Energy made up 1.18% of Reynolds Investment Management's portfolio in Q2 2022, its #24 holding.
  • Reynolds Investment Management first reported a position in Duke Energy in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Duke Energy position peaked at $3.59M in Q1 2022.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.