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Buffington Mohr McNeal’s Duke Energy DUK Stock Holding History

Buffington Mohr McNeal’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
-241
Closed -$22K – 170
2019
Q1 		$22K Buy
+241
New +$21.3K 0.01% 228
2014
Q2 		– Sell
-37,380
Closed -$2.66M – 83
2014
Q1 		$2.66M Buy
37,380
+1,900
+5% +$132K 1.59% 15
2013
Q4 		$2.45M Buy
+35,480
New +$2.48M 1.51% 17

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Buffington Mohr McNeal's DUK Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Duke Energy (DUK) in Q2 2019, closing a stake of 241 shares — an estimated $22K sold.

Buffington Mohr McNeal first reported a position in DUK in Q4 2013 and held it in 3 quarters. The position peaked at $2.66M in Q1 2014. 1,444 funds tracked by Wall St. Rank hold DUK as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Duke Energy position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 241 Duke Energy shares in Q2 2019, an estimated $22K.
  • Buffington Mohr McNeal first reported a position in Duke Energy in Q4 2013 and held it in 3 quarters.
  • Buffington Mohr McNeal's Duke Energy position peaked at $2.66M in Q1 2014.
  • 1,444 funds tracked by Wall St. Rank held Duke Energy as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.