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Santori & Peters Inc’s Duke Energy DUK Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-6,643
Closed -$598K – 61
2020
Q4 		$598K Hold
6,643
– – 0.34% 34
2020
Q3 		$588K Buy
+6,643
New +$548K 0.39% 33
2020
Q2 		– Sell
-6,719
Closed -$543K – 59
2020
Q1 		$543K Buy
6,719
+78
+1% +$7.16K 0.47% 29
2019
Q4 		$605K Buy
6,641
+31
+0.5% +$2.84K 0.4% 32
2019
Q3 		$633K Buy
6,610
+1
+0% +$91 0.46% 27
2019
Q2 		$583K Buy
+6,609
New +$584K 0.43% 31
2019
Q1 		– Sell
-6,724
Closed -$580K – 61
2018
Q4 		$580K Buy
+6,724
New +$572K 0.52% 23
2018
Q1 		– Sell
-222
Closed -$16K – 187
2017
Q4 		$16K Buy
+222
New +$19.4K 0.01% 226

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
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
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

Santori & Peters Inc's DUK Position: Q1 2021 in Review

Santori & Peters Inc sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 6,643 shares — an estimated $598K sold.

Santori & Peters Inc first reported a position in DUK in Q4 2017 and held it in 8 quarters. The position peaked at $633K in Q3 2019. 1,648 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

  • Santori & Peters Inc reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 6,643 Duke Energy shares in Q1 2021, an estimated $598K.
  • Santori & Peters Inc first reported a position in Duke Energy in Q4 2017 and held it in 8 quarters.
  • Santori & Peters Inc's Duke Energy position peaked at $633K in Q3 2019.
  • 1,648 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.