Camarda Financial Advisors’s Duke Energy DUK Stock Holding History

Camarda Financial 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 Q3	–	Sell	-466	Closed	-$41K	–	155
2019 Q2	$41K	Sell	466 -1,871	-80%	-$165K	0.08%	79
2019 Q1	$210K	Hold	2,337	–	–	0.4%	33
2018 Q4	$202K	Sell	2,337 -1,793	-43%	-$153K	0.24%	43
2018 Q3	$330K	Buy	4,130 +1,841	+80%	+$149K	0.37%	46
2018 Q2	$181K	Sell	2,289 -148	-6%	-$11.4K	0.19%	67
2018 Q1	$189K	Buy	2,437 +143	+6%	+$11.1K	0.2%	67
2017 Q4	$193K	Buy	2,294 +92	+4%	+$8.04K	0.23%	70
2017 Q3	$185K	Buy	2,202 +72	+3%	+$6.17K	0.2%	78
2017 Q2	$178K	Buy	2,130 +1,664	+357%	+$140K	0.19%	77
2017 Q1	$38K	Hold	466	–	–	0.04%	116
2016 Q4	$36K	Hold	466	–	–	0.02%	134
2016 Q3	$37K	Hold	466	–	–	0.02%	126
2016 Q2	$40K	Hold	466	–	–	0.03%	145
2016 Q1	$38K	Hold	466	–	–	0.02%	147
2015 Q4	$33K	Hold	466	–	–	0.02%	164
2015 Q3	$34K	Hold	466	–	–	0.02%	113
2015 Q2	$33K	Hold	466	–	–	0.02%	147
2015 Q1	$36K	Hold	466	–	–	0.02%	152
2014 Q4	$39K	Hold	466	–	–	0.02%	140
2014 Q3	$35K	Hold	466	–	–	0.02%	138
2014 Q2	$35K	Buy	+466	New	+$33.5K	0.02%	144
2014 Q1	–	Sell	-1,666	Closed	-$115K	–	211
2013 Q4	$115K	Buy	+1,666	New	+$117K	0.09%	69

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Camarda Financial Advisors's DUK Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 466 shares — an estimated $41K sold.

Camarda Financial Advisors first reported a position in DUK in Q4 2013 and held it in 22 quarters. The position peaked at $330K in Q3 2018. 1,466 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

Camarda Financial Advisors reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 466 Duke Energy shares in Q3 2019, an estimated $41K.
Camarda Financial Advisors first reported a position in Duke Energy in Q4 2013 and held it in 22 quarters.
Camarda Financial Advisors's Duke Energy position peaked at $330K in Q3 2018.
1,466 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.