WealthStone’s Duke Energy DUK Stock Holding History

WealthStone’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	–	Sell	-2,771	Closed	-$221K	–	216
2020 Q2	$221K	Buy	+2,771	New	+$234K	0.11%	143
2019 Q3	–	Sell	-48	Closed	-$4.24K	–	211
2019 Q2	$4.24K	Buy	+48	New	+$4.24K	﹤0.01%	376

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WealthStone's DUK Position: Q3 2020 in Review

WealthStone sold out of Duke Energy (DUK) in Q3 2020, closing a stake of 2,771 shares — an estimated $221K sold.

WealthStone first reported a position in DUK in Q2 2019 and held it in 2 quarters. The position peaked at $221K in Q2 2020. 1,525 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

WealthStone reported no remaining Duke Energy position as of Q3 2020 after selling out during the quarter.
WealthStone sold 2,771 Duke Energy shares in Q3 2020, an estimated $221K.
WealthStone first reported a position in Duke Energy in Q2 2019 and held it in 2 quarters.
WealthStone's Duke Energy position peaked at $221K in Q2 2020.
1,525 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.