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ShoreHaven Wealth Partners’s Duke Energy DUK Stock Holding History

ShoreHaven Wealth Partners’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
-636
Closed -$61K – 115
2021
Q1 		$61K Buy
636
+6
+1% +$548 0.03% 107
2020
Q4 		$58K Buy
+630
New +$58.3K 0.03% 100

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ShoreHaven Wealth Partners's DUK Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 636 shares — an estimated $61K sold.

ShoreHaven Wealth Partners first reported a position in DUK in Q4 2020 and held it in 2 quarters. The position peaked at $61K in Q1 2021. 1,656 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 636 Duke Energy shares in Q2 2021, an estimated $61K.
  • ShoreHaven Wealth Partners first reported a position in Duke Energy in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Duke Energy position peaked at $61K in Q1 2021.
  • 1,656 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.