AWM
DUK icon

Aevitas Wealth Management’s Duke Energy DUK Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-704
Closed -$63K – 162
2019
Q1 		$63K Buy
704
+2
+0.3% +$176 0.06% 172
2018
Q4 		$61K Buy
702
+2
+0.3% +$170 0.06% 163
2018
Q3 		$56K Buy
700
+200
+40% +$16.2K 0.05% 188
2018
Q2 		$40K Buy
+500
New +$38.5K 0.04% 217

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aevitas Wealth Management's DUK Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Duke Energy (DUK) in Q2 2019, closing a stake of 704 shares — an estimated $63K sold.

Aevitas Wealth Management first reported a position in DUK in Q2 2018 and held it in 4 quarters. The position peaked at $63K in Q1 2019. 1,444 funds tracked by Wall St. Rank hold DUK as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Duke Energy position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 704 Duke Energy shares in Q2 2019, an estimated $63K.
  • Aevitas Wealth Management first reported a position in Duke Energy in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Duke Energy position peaked at $63K in Q1 2019.
  • 1,444 funds tracked by Wall St. Rank held Duke Energy as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.