S.E.E.D. Planning Group’s Duke Energy DUK Stock Holding History

S.E.E.D. Planning 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 Q3	–	Sell	-4,047	Closed	-$400K	–	90
2021 Q2	$400K	Sell	4,047 -273	-6%	-$27.4K	0.2%	61
2021 Q1	$417K	Sell	4,320 -88	-2%	-$8.03K	0.23%	55
2020 Q4	$404K	Sell	4,408 -303	-6%	-$28K	0.24%	50
2020 Q3	$417K	Sell	4,711 -92	-2%	-$7.58K	0.31%	46
2020 Q2	$384K	Buy	+4,803	New	+$406K	0.3%	45
2020 Q1	–	Sell	-3,766	Closed	-$343K	–	52
2019 Q4	$343K	Buy	+3,766	New	+$345K	0.3%	49

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.E.E.D. Planning Group's DUK Position: Q3 2021 in Review

S.E.E.D. Planning Group sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 4,047 shares — an estimated $400K sold.

S.E.E.D. Planning Group first reported a position in DUK in Q4 2019 and held it in 6 quarters. The position peaked at $417K in Q1 2021. 1,640 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

S.E.E.D. Planning Group reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
S.E.E.D. Planning Group sold 4,047 Duke Energy shares in Q3 2021, an estimated $400K.
S.E.E.D. Planning Group first reported a position in Duke Energy in Q4 2019 and held it in 6 quarters.
S.E.E.D. Planning Group's Duke Energy position peaked at $417K in Q1 2021.
1,640 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2021, filed 21 Oct 2021.