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Squar Milner Financial Services’s Duke Energy DUK Stock Holding History

Squar Milner Financial 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 		– Sell
-4,058
Closed -$324K – 52
2020
Q2 		$324K Buy
4,058
+830
+26% +$70.1K 0.18% 141
2020
Q1 		$261K Buy
3,228
+779
+32% +$71.6K 0.16% 135
2019
Q4 		$223K Sell
2,449
-1,730
-41% -$159K 0.11% 183
2019
Q3 		$370K Buy
4,179
+2,704
+183% +$246K 0.19% 133
2019
Q2 		$130K Buy
1,475
+825
+127% +$72.9K 0.09% 233
2019
Q1 		$58K Hold
650
– – 0.04% 310
2018
Q4 		$56K Hold
650
– – 0.05% 278
2018
Q3 		$52K Sell
650
-403
-38% -$32.6K 0.05% 296
2018
Q2 		$83K Buy
+1,053
New +$81K 0.07% 271

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Squar Milner Financial Services's DUK Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Duke Energy (DUK) in Q3 2020, closing a stake of 4,058 shares — an estimated $324K sold.

Squar Milner Financial Services first reported a position in DUK in Q2 2018 and held it in 9 quarters. The position peaked at $370K in Q3 2019. 1,526 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Duke Energy position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,058 Duke Energy shares in Q3 2020, an estimated $324K.
  • Squar Milner Financial Services first reported a position in Duke Energy in Q2 2018 and held it in 9 quarters.
  • Squar Milner Financial Services's Duke Energy position peaked at $370K in Q3 2019.
  • 1,526 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.