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Sunflower Bank Wealth Management’s Duke Energy DUK Stock Holding History

Sunflower Bank Wealth Management’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 		$751K Sell
8,475
-2,880
-25% -$237K 0.25% 52
2020
Q2 		$907K Buy
11,355
+185
+2% +$15.6K 0.3% 49
2020
Q1 		$903K Sell
11,170
-355
-3% -$32.6K 0.34% 46
2019
Q4 		$1.05M Sell
11,525
-325
-3% -$29.8K 0.32% 48
2019
Q3 		$1.14M Buy
11,850
+190
+2% +$17.3K 0.36% 43
2019
Q2 		$1.03M Sell
11,660
-585
-5% -$51.7K 0.33% 45
2019
Q1 		$1.1M Sell
12,245
-135
-1% -$11.9K 0.33% 46
2018
Q4 		$1.07M Buy
12,380
+7,025
+131% +$598K 0.34% 43
2018
Q3 		$428K Hold
5,355
– – 0.12% 104
2018
Q2 		$423K Sell
5,355
-6,906
-56% -$531K 0.12% 103
2018
Q1 		$950K Buy
12,261
+4,970
+68% +$384K 0.26% 57
2017
Q4 		$614K Buy
+7,291
New +$637K 0.17% 81

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sunflower Bank Wealth Management's DUK Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Duke Energy (DUK) stake by 25% in Q3 2020, selling an estimated $237K and leaving 8,475 shares worth $751K. The position accounts for 0.25% of the portfolio, ranked #52.

Sunflower Bank Wealth Management first reported a position in DUK in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2019. 1,526 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • Sunflower Bank Wealth Management held 8,475 shares of Duke Energy worth $751K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 2,880 Duke Energy shares in Q3 2020, an estimated $237K.
  • Duke Energy made up 0.25% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #52 holding.
  • Sunflower Bank Wealth Management first reported a position in Duke Energy in Q4 2017 and has held it in 12 quarters since.
  • Sunflower Bank Wealth Management's Duke Energy position peaked at $1.14M in Q3 2019.
  • 1,526 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.