WCM
DUK icon

Weld Capital Management’s Duke Energy DUK Stock Holding History

Weld 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
2021
Q1 		– Sell
-15,698
Closed -$1.44M – 379
2020
Q4 		$1.44M Buy
15,698
+6,454
+70% +$597K 0.57% 29
2020
Q3 		$819K Buy
+9,244
New +$762K 0.32% 92
2019
Q4 		– Sell
-26,147
Closed -$2.51M – 681
2019
Q3 		$2.51M Buy
26,147
+1,850
+8% +$168K 0.46% 23
2019
Q2 		$2.14M Buy
+24,297
New +$2.15M 0.39% 38
2019
Q1 		– Sell
-9,654
Closed -$833K – 706
2018
Q4 		$833K Buy
+9,654
New +$822K 0.19% 187

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
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