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Beacon Pointe Wealth Advisors’s Duke Energy DUK Stock Holding History

Beacon Pointe Wealth 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
2019
Q2 		– Sell
-2,214
Closed -$200K – 267
2019
Q1 		$200K Buy
+2,214
New +$195K 0.05% 251

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

Beacon Pointe Wealth Advisors's DUK Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of Duke Energy (DUK) in Q2 2019, closing a stake of 2,214 shares — an estimated $200K sold.

Beacon Pointe Wealth Advisors first reported a position in DUK in Q1 2019 and held it in 1 quarter. The position peaked at $200K in Q1 2019. 1,444 funds tracked by Wall St. Rank hold DUK as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Duke Energy position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 2,214 Duke Energy shares in Q2 2019, an estimated $200K.
  • Beacon Pointe Wealth Advisors first reported a position in Duke Energy in Q1 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Duke Energy position peaked at $200K in Q1 2019.
  • 1,444 funds tracked by Wall St. Rank held Duke Energy as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.