Advocacy Wealth Management Services’s Duke Energy DUK Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-312	Closed	-$31K	–	182
2021 Q2	$31K	Buy	+312	New	+$31.3K	0.01%	87
2019 Q1	–	Sell	-266	Closed	-$23K	–	145
2018 Q4	$23K	Hold	266	–	–	0.02%	79
2018 Q3	$21K	Hold	266	–	–	0.01%	87
2018 Q2	$21K	Hold	266	–	–	0.01%	82
2018 Q1	$21K	Hold	266	–	–	0.01%	84
2017 Q4	$22K	Hold	266	–	–	0.02%	100
2017 Q3	$22K	Sell	266 -200	-43%	-$17.1K	0.01%	126
2017 Q2	$39K	Hold	466	–	–	0.01%	86
2017 Q1	$38K	Hold	466	–	–	0.01%	92
2016 Q4	$36K	Hold	466	–	–	0.01%	94
2016 Q3	$37K	Hold	466	–	–	0.01%	141
2016 Q2	$40K	Sell	466 -732	-61%	-$58.5K	0.02%	171
2016 Q1	$97K	Sell	1,198 -866	-42%	-$65.5K	0.07%	128
2015 Q4	$145K	Buy	+2,064	New	+$145K	0.16%	98
2013 Q3	$56K	Buy	798 +566	+244%	+$38.6K	0.15%	102
2013 Q2	$16K	Buy	+232	New	+$16.4K	0.06%	159

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advocacy Wealth Management Services's DUK Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of Duke Energy (DUK) in Q3 2021, closing a stake of 312 shares — an estimated $31K sold.

Advocacy Wealth Management Services first reported a position in DUK in Q2 2013 and held it in 16 quarters. The position peaked at $145K in Q4 2015. 1,642 funds tracked by Wall St. Rank hold DUK as of Q3 2021.

Advocacy Wealth Management Services reported no remaining Duke Energy position as of Q3 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 312 Duke Energy shares in Q3 2021, an estimated $31K.
Advocacy Wealth Management Services first reported a position in Duke Energy in Q2 2013 and held it in 16 quarters.
Advocacy Wealth Management Services's Duke Energy position peaked at $145K in Q4 2015.
1,642 funds tracked by Wall St. Rank held Duke Energy as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.