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Tiedemann Advisors’s Duke Energy DUK Stock Holding History

Tiedemann Advisors’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
Q2 		– Sell
-2,581
Closed -$287K – 256
2022
Q1 		$287K Buy
2,581
+91
+4% +$9.45K 0.01% 233
2021
Q4 		$261K Sell
2,490
-1
-0% -$101 0.01% 249
2021
Q3 		$242K Buy
2,491
+16
+0.6% +$1.66K 0.01% 261
2021
Q2 		$244K Sell
2,475
-191
-7% -$19.2K 0.01% 321
2021
Q1 		$256K Buy
2,666
+109
+4% +$9.95K 0.01% 284
2020
Q4 		$234K Sell
2,557
-3,865
-60% -$358K 0.01% 283
2020
Q3 		$569K Sell
6,422
-13,288
-67% -$1.1M 0.03% 216
2020
Q2 		$1.57M Sell
19,710
-11,760
-37% -$994K 0.08% 128
2020
Q1 		$2.54M Buy
31,470
+12,785
+68% +$1.17M 0.16% 90
2019
Q4 		$1.71M Buy
18,685
+13,918
+292% +$1.28M 0.08% 124
2019
Q3 		$458K Buy
4,767
+110
+2% +$10K 0.02% 224
2019
Q2 		$411K Sell
4,657
-2,388
-34% -$211K 0.02% 215
2019
Q1 		$635K Sell
7,045
-28
-0.4% -$2.47K 0.03% 274
2018
Q4 		$612K Sell
7,073
-4,490
-39% -$382K 0.03% 264
2018
Q3 		$925K Buy
11,563
+45
+0.4% +$3.64K 0.05% 177
2018
Q2 		$910K Sell
11,518
-17,110
-60% -$1.32M 0.06% 173
2018
Q1 		$2.22M Buy
28,628
+8,378
+41% +$648K 0.15% 86
2017
Q4 		$1.7M Buy
20,250
+5,927
+41% +$518K 0.13% 86
2017
Q3 		$1.2M Sell
14,323
-7,011
-33% -$600K 0.11% 134
2017
Q2 		$1.78M Sell
21,334
-3,328
-13% -$280K 0.13% 137
2017
Q1 		$2.02M Buy
+24,662
New +$1.96M 0.17% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tiedemann Advisors's DUK Position: Q2 2022 in Review

Tiedemann Advisors sold out of Duke Energy (DUK) in Q2 2022, closing a stake of 2,581 shares — an estimated $287K sold.

Tiedemann Advisors first reported a position in DUK in Q1 2017 and held it in 21 quarters. The position peaked at $2.54M in Q1 2020. 1,808 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • Tiedemann Advisors reported no remaining Duke Energy position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 2,581 Duke Energy shares in Q2 2022, an estimated $287K.
  • Tiedemann Advisors first reported a position in Duke Energy in Q1 2017 and held it in 21 quarters.
  • Tiedemann Advisors's Duke Energy position peaked at $2.54M in Q1 2020.
  • 1,808 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.