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Acorn Wealth Advisors’s Duke Energy DUK Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-1,872
Closed -$149K – 188
2018
Q2 		$149K Hold
1,872
– – 0.13% 132
2018
Q1 		$151K Buy
1,872
+414
+28% +$32K 0.13% 131
2017
Q4 		$120K Buy
+1,458
New +$127K 0.11% 150

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acorn Wealth Advisors's DUK Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Duke Energy (DUK) in Q3 2018, closing a stake of 1,872 shares — an estimated $149K sold.

Acorn Wealth Advisors first reported a position in DUK in Q4 2017 and held it in 3 quarters. The position peaked at $151K in Q1 2018. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Duke Energy position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,872 Duke Energy shares in Q3 2018, an estimated $149K.
  • Acorn Wealth Advisors first reported a position in Duke Energy in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Duke Energy position peaked at $151K in Q1 2018.
  • 1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.