VCM
DUK icon

Vision Capital Management’s Duke Energy DUK Stock Holding History

Vision Capital 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
2022
Q2 		– Sell
-1,860
Closed -$208K – 98
2022
Q1 		$208K Buy
+1,860
New +$193K 0.03% 101
2018
Q4 		– Sell
-2,703
Closed -$216K – 79
2018
Q3 		$216K Hold
2,703
– – 0.06% 74
2018
Q2 		$214K Buy
+2,703
New +$208K 0.06% 75
2018
Q1 		– Sell
-2,526
Closed -$212K – 80
2017
Q4 		$212K Hold
2,526
– – 0.06% 87
2017
Q3 		$212K Sell
2,526
-997
-28% -$85.4K 0.07% 84
2017
Q2 		$294K Buy
+3,523
New +$296K 0.1% 76

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return