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Sun Life Financial’s Duke Energy DUK Stock Holding History

Sun Life Financial’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
-2,958
Closed -$286K – 198
2021
Q1 		$286K Buy
2,958
+124
+4% +$11.3K 0.02% 99
2020
Q4 		$259K Sell
2,834
-4,086
-59% -$378K 0.03% 97
2020
Q3 		$613K Sell
6,920
-839
-11% -$69.2K 0.1% 65
2020
Q2 		$620K Buy
7,759
+32
+0.4% +$2.7K 0.12% 58
2020
Q1 		$625K Sell
7,727
-211
-3% -$19.4K 0.16% 42
2019
Q4 		$724K Sell
7,938
-4,389
-36% -$402K 0.19% 55
2019
Q3 		$1.18M Buy
12,327
+5,793
+89% +$527K 0.3% 43
2019
Q2 		$577K Sell
6,534
-7,257
-53% -$641K 0.15% 75
2019
Q1 		$1.24M Sell
13,791
-5,798
-30% -$511K 0.27% 57
2018
Q4 		$1.69M Sell
19,589
-2,095
-10% -$178K 0.36% 36
2018
Q3 		$1.74M Sell
21,684
-1,109
-5% -$89.7K 0.31% 49
2018
Q2 		$1.8M Buy
22,793
+20,940
+1,130% +$1.61M 0.26% 49
2018
Q1 		$23.9K Sell
1,853
-16,929
-90% -$1.31M 0.21% 63
2017
Q4 		$1.58M Buy
18,782
+8,650
+85% +$756K 0.16% 59
2017
Q3 		$850K Buy
10,132
+1,916
+23% +$164K 0.08% 88
2017
Q2 		$687K Buy
8,216
+7,933
+2,803% +$667K 0.07% 91
2017
Q1 		$3.45K Buy
+283
New +$22.5K 0.01% 97
2016
Q1 		– Sell
-1,833
Closed -$131K – 158
2015
Q4 		$131K Buy
+1,833
New +$129K 0.02% 94

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Sun Life Financial's DUK Position: Q2 2021 in Review

Sun Life Financial sold out of Duke Energy (DUK) in Q2 2021, closing a stake of 2,958 shares — an estimated $286K sold.

Sun Life Financial first reported a position in DUK in Q4 2015 and held it in 18 quarters. The position peaked at $1.8M in Q2 2018. 1,656 funds tracked by Wall St. Rank hold DUK as of Q2 2021.

  • Sun Life Financial reported no remaining Duke Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 2,958 Duke Energy shares in Q2 2021, an estimated $286K.
  • Sun Life Financial first reported a position in Duke Energy in Q4 2015 and held it in 18 quarters.
  • Sun Life Financial's Duke Energy position peaked at $1.8M in Q2 2018.
  • 1,656 funds tracked by Wall St. Rank held Duke Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.