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Sowa Financial Group’s Duke Energy DUK Stock Holding History

Sowa Financial 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
Q1 		– Sell
-332
Closed -$30K – 116
2020
Q4 		$30K Hold
332
– – 0.02% 158
2020
Q3 		$29K Hold
332
– – 0.02% 149
2020
Q2 		$27K Hold
332
– – 0.02% 147
2020
Q1 		$27K Sell
332
-33
-9% -$3.03K 0.02% 138
2019
Q4 		$33K Buy
+365
New +$33.5K 0.03% 136

Other funds holding DUK

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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

Sowa Financial Group's DUK Position: Q1 2021 in Review

Sowa Financial Group sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 332 shares — an estimated $30K sold.

Sowa Financial Group first reported a position in DUK in Q4 2019 and held it in 5 quarters. The position peaked at $33K in Q4 2019. 1,647 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

  • Sowa Financial Group reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 332 Duke Energy shares in Q1 2021, an estimated $30K.
  • Sowa Financial Group first reported a position in Duke Energy in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Duke Energy position peaked at $33K in Q4 2019.
  • 1,647 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.