Swaine & Leidel Wealth Services’s Duke Energy DUK Stock Holding History

Swaine & Leidel Wealth 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
2022 Q1	$3.57M	Buy	+3,566	New	+$370K	2.74%	22
2021 Q3	$211K	Buy	+2,167	New	+$224K	0.19%	57
2021 Q1	$3.57M	Buy	36,944 +514	+1%	+$46.9K	2.3%	28
2020 Q4	$3.34M	Buy	36,430 +1,050	+3%	+$97.1K	2.42%	20
2020 Q3	$3.13M	Buy	35,380 +1,476	+4%	+$122K	3.05%	12
2020 Q2	$2.71M	Buy	+33,904	New	+$2.86M	2.76%	19

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Swaine & Leidel Wealth Services's DUK Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Duke Energy (DUK) in Q1 2022: 3,566 shares worth $3.57M. The stake represents 2.74% of the portfolio and ranks #22 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in DUK as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in DUK in Q2 2020 and has held it in 6 quarters since. 1,844 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Swaine & Leidel Wealth Services held 3,566 shares of Duke Energy worth $3.57M as of Q1 2022.
Duke Energy was a new Swaine & Leidel Wealth Services position in Q1 2022.
Duke Energy made up 2.74% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #22 holding.
Swaine & Leidel Wealth Services first reported a position in Duke Energy in Q2 2020 and has held it in 6 quarters since.
1,844 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.