Shine Investment Advisory Services’s Duke Energy DUK Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$64K	Hold	720	–	–	0.02%	252
2020 Q2	$58K	Hold	720	–	–	0.02%	258
2020 Q1	$58K	Hold	720	–	–	0.03%	248
2019 Q4	$66K	Buy	720 +50	+7%	+$4.58K	0.03%	268
2019 Q3	$64K	Hold	670	–	–	0.03%	261
2019 Q2	$59K	Hold	670	–	–	0.03%	270
2019 Q1	$60K	Hold	670	–	–	0.03%	271
2018 Q4	$58K	Hold	670	–	–	0.03%	258
2018 Q3	$54K	Hold	670	–	–	0.03%	279
2018 Q2	$53K	Hold	670	–	–	0.03%	295
2018 Q1	$52K	Hold	670	–	–	0.03%	289
2017 Q4	$56K	Hold	670	–	–	0.03%	280
2017 Q3	$56K	Hold	670	–	–	0.03%	276
2017 Q2	$56K	Buy	+670	New	+$56.3K	0.03%	256

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Shine Investment Advisory Services's DUK Position: Q3 2020 in Review

Shine Investment Advisory Services held its Duke Energy (DUK) position steady in Q3 2020 at 720 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #252.

Shine Investment Advisory Services first reported a position in DUK in Q2 2017 and has held it in 14 quarters since. The position peaked at $66K in Q4 2019. 1,526 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

Shine Investment Advisory Services held 720 shares of Duke Energy worth $64K as of Q3 2020.
Shine Investment Advisory Services left its Duke Energy share count unchanged in Q3 2020.
Duke Energy made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #252 holding.
Shine Investment Advisory Services first reported a position in Duke Energy in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Duke Energy position peaked at $66K in Q4 2019.
1,526 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.