WEC
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Winslow Evans & Crocker’s Duke Energy DUK Stock Holding History

Winslow Evans & Crocker’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
Q4 		$501K Buy
5,471
+4,435
+428% +$410K 0.09% 201
2020
Q3 		$91K Sell
1,036
-141
-12% -$11.6K 0.02% 371
2020
Q2 		$94K Sell
1,177
-1
-0.1% -$84 0.03% 369
2020
Q1 		$98K Sell
1,178
-514
-30% -$47.2K 0.03% 331
2019
Q4 		$158K Sell
1,692
-116
-6% -$10.6K 0.04% 316
2019
Q3 		$176K Sell
1,808
-188
-9% -$17.1K 0.05% 300
2019
Q2 		$178K Sell
1,996
-266
-12% -$23.5K 0.05% 300
2019
Q1 		$206K Buy
2,262
+266
+13% +$23.5K 0.06% 283
2018
Q4 		$174K Hold
1,996
– – 0.06% 280
2018
Q3 		$162K Sell
1,996
-60
-3% -$4.85K 0.05% 288
2018
Q2 		$164K Sell
2,056
-26
-1% -$2K 0.05% 290
2018
Q1 		$161K Sell
2,082
-58
-3% -$4.48K 0.05% 287
2017
Q4 		$180K Hold
2,140
– – 0.06% 277
2017
Q3 		$180K Sell
2,140
-2,036
-49% -$174K 0.06% 270
2017
Q2 		$349K Buy
4,176
+114
+3% +$9.58K 0.1% 225
2017
Q1 		$333K Hold
4,062
– – 0.1% 203
2016
Q4 		$315K Sell
4,062
-220
-5% -$16.9K 0.1% 213
2016
Q3 		$343K Sell
4,282
-104
-2% -$8.61K 0.1% 209
2016
Q2 		$376K Buy
4,386
+71
+2% +$5.67K 0.11% 181
2016
Q1 		$348K Buy
4,315
+99
+2% +$7.49K 0.1% 183
2015
Q4 		$301K Buy
4,216
+32
+0.8% +$2.25K 0.09% 223
2015
Q3 		$301K Sell
4,184
-464
-10% -$33.6K 0.09% 217
2015
Q2 		$328K Buy
4,648
+30
+0.6% +$2.27K 0.09% 226
2015
Q1 		$354K Sell
4,618
-72
-2% -$5.84K 0.1% 215
2014
Q4 		$392K Sell
4,690
-20
-0.4% -$1.61K 0.11% 187
2014
Q3 		$352K Buy
4,710
+336
+8% +$24.5K 0.1% 219
2014
Q2 		$325K Sell
4,374
-97
-2% -$6.98K 0.11% 206
2014
Q1 		$318K Sell
4,471
-151
-3% -$10.5K 0.11% 206
2013
Q4 		$319K Buy
+4,622
New +$323K 0.11% 208

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's DUK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Duke Energy (DUK) stake by 428% in Q4 2020, buying an estimated $410K and bringing the position to 5,471 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #201.

Winslow Evans & Crocker first reported a position in DUK in Q4 2013 and has held it in 29 quarters since. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Winslow Evans & Crocker held 5,471 shares of Duke Energy worth $501K as of Q4 2020.
  • Winslow Evans & Crocker bought 4,435 Duke Energy shares in Q4 2020, an estimated $410K.
  • Duke Energy made up 0.09% of Winslow Evans & Crocker's portfolio in Q4 2020, its #201 holding.
  • Winslow Evans & Crocker first reported a position in Duke Energy in Q4 2013 and has held it in 29 quarters since.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.