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Wealthspire Advisors (Maryland)’s Duke Energy DUK Stock Holding History

Wealthspire Advisors (Maryland)’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 		$957K Buy
10,801
+1,816
+20% +$150K 0.03% 198
2020
Q2 		$718K Buy
8,985
+2,015
+29% +$170K 0.05% 201
2020
Q1 		$564K Sell
6,970
-67
-1% -$6.15K 0.05% 213
2019
Q4 		$642K Buy
7,037
+495
+8% +$45.4K 0.04% 232
2019
Q3 		$627K Buy
6,542
+953
+17% +$86.7K 0.05% 223
2019
Q2 		$493K Sell
5,589
-1,107
-17% -$97.8K 0.04% 259
2019
Q1 		$603K Buy
6,696
+915
+16% +$80.7K 0.05% 220
2018
Q4 		$499K Buy
5,781
+22
+0.4% +$1.87K 0.04% 223
2018
Q3 		$461K Sell
5,759
-118
-2% -$9.54K 0.04% 263
2018
Q2 		$465K Sell
5,877
-720
-11% -$55.4K 0.04% 250
2018
Q1 		$511K Sell
6,597
-2,035
-24% -$157K 0.05% 241
2017
Q4 		$726K Buy
8,632
+901
+12% +$78.7K 0.07% 180
2017
Q3 		$649K Sell
7,731
-1,139
-13% -$97.5K 0.07% 193
2017
Q2 		$741K Buy
8,870
+2,498
+39% +$210K 0.09% 156
2017
Q1 		$523K Buy
6,372
+2,550
+67% +$203K 0.07% 173
2016
Q4 		$297K Sell
3,822
-523
-12% -$40.1K 0.04% 279
2016
Q3 		$348K Buy
4,345
+519
+14% +$43K 0.05% 234
2016
Q2 		$328K Buy
3,826
+124
+3% +$9.91K 0.05% 235
2016
Q1 		$299K Sell
3,702
-717
-16% -$54.3K 0.05% 255
2015
Q4 		$315K Buy
+4,419
New +$311K 0.06% 248

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DUK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Duke Energy (DUK) stake by 20% in Q3 2020, buying an estimated $150K and bringing the position to 10,801 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #198.

Wealthspire Advisors (Maryland) first reported a position in DUK in Q4 2015 and has held it in 20 quarters since. 1,525 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,801 shares of Duke Energy worth $957K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,816 Duke Energy shares in Q3 2020, an estimated $150K.
  • Duke Energy made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #198 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Duke Energy in Q4 2015 and has held it in 20 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.