TIAM2
DUK icon

Tru Independence Asset Management 2’s Duke Energy DUK Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-759
Closed -$69K – 194
2020
Q4 		$69K Buy
+759
New +$70.2K 0.06% 145

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Tru Independence Asset Management 2's DUK Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Duke Energy (DUK) in Q1 2021, closing a stake of 759 shares — an estimated $69K sold.

Tru Independence Asset Management 2 first reported a position in DUK in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 1,648 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Duke Energy position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 759 Duke Energy shares in Q1 2021, an estimated $69K.
  • Tru Independence Asset Management 2 first reported a position in Duke Energy in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Duke Energy position peaked at $69K in Q4 2020.
  • 1,648 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.