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Strategic Wealth Management Group’s Duke Energy DUK Stock Holding History

Strategic Wealth Management 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
Q2 		$255K Buy
2,580
+2
+0.1% +$201 0.09% 107
2021
Q1 		$249K Buy
2,578
+321
+14% +$29.3K 0.1% 118
2020
Q4 		$207K Sell
2,257
-20
-0.9% -$1.85K 0.09% 122
2020
Q3 		$202K Buy
+2,277
New +$188K 0.1% 112

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

Strategic Wealth Management Group's DUK Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Duke Energy (DUK) stake by 0.08% in Q2 2021, buying an estimated $201 and bringing the position to 2,580 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #107.

Strategic Wealth Management Group first reported a position in DUK in Q3 2020 and has held it in 4 quarters since. 1,654 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

  • Strategic Wealth Management Group held 2,580 shares of Duke Energy worth $255K as of Q2 2021.
  • Strategic Wealth Management Group bought 2 Duke Energy shares in Q2 2021, an estimated $201.
  • Duke Energy made up 0.09% of Strategic Wealth Management Group's portfolio in Q2 2021, its #107 holding.
  • Strategic Wealth Management Group first reported a position in Duke Energy in Q3 2020 and has held it in 4 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.