Asset Planning Services (Pennsylvania)’s Duke Energy DUK Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-593	Closed	-$57K	–	117
2019 Q3	$57K	Buy	593 +6	+1%	+$546	0.02%	126
2019 Q2	$52K	Buy	587 +6	+1%	+$530	0.02%	132
2019 Q1	$52K	Buy	581 +6	+1%	+$529	0.02%	130
2018 Q4	$50K	Buy	575 +5	+0.9%	+$426	0.03%	123
2018 Q3	$48K	Buy	570 +7	+1%	+$566	0.02%	130
2018 Q2	$45K	Buy	563 +7	+1%	+$538	0.02%	133
2018 Q1	$43K	Buy	556 +6	+1%	+$464	0.02%	135
2017 Q4	$46K	Buy	550 +6	+1%	+$524	0.02%	138
2017 Q3	$46K	Buy	544 +5	+0.9%	+$428	0.03%	148
2017 Q2	$45K	Buy	539 +5	+0.9%	+$420	0.03%	142
2017 Q1	$44K	Buy	+534	New	+$42.4K	0.03%	152

Other funds holding DUK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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