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Weather Gauge Advisory’s Duke Energy DUK Stock Holding History

Weather Gauge Advisory’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
Q3 		$803K Buy
8,230
+7
+0.1% +$725 0.97% 35
2021
Q2 		$812K Buy
8,223
+12
+0.1% +$1.21K 0.94% 35
2021
Q1 		$793K Sell
8,211
-922
-10% -$84.1K 0.94% 39
2020
Q4 		$836K Sell
9,133
-1,606
-15% -$149K 0.97% 34
2020
Q3 		$951K Buy
10,739
+73
+0.7% +$6.02K 1.12% 27
2020
Q2 		$852K Sell
10,666
-747
-7% -$63.1K 1.02% 30
2020
Q1 		$923K Buy
11,413
+201
+2% +$18.5K 1.12% 28
2019
Q4 		$1.02M Sell
11,212
-11
-0.1% -$1.01K 0.9% 34
2019
Q3 		$1.08M Sell
11,223
-329
-3% -$29.9K 1.01% 31
2019
Q2 		$1.02M Buy
11,552
+125
+1% +$11K 0.98% 31
2019
Q1 		$1.03M Sell
11,427
-390
-3% -$34.4K 1% 30
2018
Q4 		$1.02M Buy
+11,817
New +$1.01M 1.12% 28

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Weather Gauge Advisory's DUK Position: Q3 2021 in Review

Weather Gauge Advisory increased its Duke Energy (DUK) stake by 0.09% in Q3 2021, buying an estimated $725 and bringing the position to 8,230 shares worth $803K. The position accounts for 0.97% of the portfolio, ranked #35.

Weather Gauge Advisory first reported a position in DUK in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2019. 1,640 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

  • Weather Gauge Advisory held 8,230 shares of Duke Energy worth $803K as of Q3 2021.
  • Weather Gauge Advisory bought 7 Duke Energy shares in Q3 2021, an estimated $725.
  • Duke Energy made up 0.97% of Weather Gauge Advisory's portfolio in Q3 2021, its #35 holding.
  • Weather Gauge Advisory first reported a position in Duke Energy in Q4 2018 and has held it in 12 quarters since.
  • Weather Gauge Advisory's Duke Energy position peaked at $1.08M in Q3 2019.
  • 1,640 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.