CWSR
DUK icon

Chessman Wealth Strategies RIA’s Duke Energy DUK Stock Holding History

Chessman Wealth Strategies RIA’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
-122
Closed -$10K – 61
2018
Q3 		$10K Buy
+122
New +$9.87K 0.01% 128

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chessman Wealth Strategies RIA's DUK Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 122 shares — an estimated $10K sold.

Chessman Wealth Strategies RIA first reported a position in DUK in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 1,406 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 122 Duke Energy shares in Q4 2018, an estimated $10K.
  • Chessman Wealth Strategies RIA first reported a position in Duke Energy in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Duke Energy position peaked at $10K in Q3 2018.
  • 1,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.