SLF
DUK icon

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
+71
+33% +$5.64K 0.01% 97
2016
Q4 		$2.73K Buy
+212
New +$16.2K 0.03% 68
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 $5.7T 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