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Beacon Wealthcare Inc’s Duke Energy DUK Stock Holding History

Beacon Wealthcare Inc’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
Q1 		– Sell
-2,432
Closed -$210K – 10
2018
Q4 		$210K Sell
2,432
-4,249
-64% -$362K 0.14% 11
2018
Q3 		$534K Buy
+6,681
New +$540K 0.48% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Beacon Wealthcare Inc's DUK Position: Q1 2019 in Review

Beacon Wealthcare Inc sold out of Duke Energy (DUK) in Q1 2019, closing a stake of 2,432 shares — an estimated $210K sold.

Beacon Wealthcare Inc first reported a position in DUK in Q3 2018 and held it in 2 quarters. The position peaked at $534K in Q3 2018. 1,462 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

  • Beacon Wealthcare Inc reported no remaining Duke Energy position as of Q1 2019 after selling out during the quarter.
  • Beacon Wealthcare Inc sold 2,432 Duke Energy shares in Q1 2019, an estimated $210K.
  • Beacon Wealthcare Inc first reported a position in Duke Energy in Q3 2018 and held it in 2 quarters.
  • Beacon Wealthcare Inc's Duke Energy position peaked at $534K in Q3 2018.
  • 1,462 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on Beacon Wealthcare Inc's 13F filing for Q1 2019, filed 11 Apr 2019.