Atwater Malick’s Duke Energy DUK Stock Holding History

Atwater Malick’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	-272	Closed	-$26K	–	86
2019 Q3	$26K	Buy	+272	New	+$24.8K	0.02%	102

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atwater Malick's DUK Position: Q4 2019 in Review

Atwater Malick sold out of Duke Energy (DUK) in Q4 2019, closing a stake of 272 shares — an estimated $26K sold.

Atwater Malick first reported a position in DUK in Q3 2019 and held it in 1 quarter. The position peaked at $26K in Q3 2019. 1,563 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

Atwater Malick reported no remaining Duke Energy position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 272 Duke Energy shares in Q4 2019, an estimated $26K.
Atwater Malick first reported a position in Duke Energy in Q3 2019 and held it in 1 quarter.
Atwater Malick's Duke Energy position peaked at $26K in Q3 2019.
1,563 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.