Ballew Advisors’s Duke Energy DUK Stock Holding History

Ballew 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 Q4	–	Sell	-474	Closed	-$39K	–	179
2018 Q3	$39K	Hold	474	–	–	0.04%	181
2018 Q2	$38K	Hold	474	–	–	0.04%	179
2018 Q1	$37K	Buy	+474	New	+$36.6K	0.03%	183

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Ballew Advisors's DUK Position: Q4 2018 in Review

Ballew Advisors sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 474 shares — an estimated $39K sold.

Ballew Advisors first reported a position in DUK in Q1 2018 and held it in 3 quarters. The position peaked at $39K in Q3 2018. 1,406 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

Ballew Advisors reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 474 Duke Energy shares in Q4 2018, an estimated $39K.
Ballew Advisors first reported a position in Duke Energy in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Duke Energy position peaked at $39K in Q3 2018.
1,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.