Clarfeld Financial Advisors’s Duke Energy DUK Stock Holding History

Clarfeld 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
2018 Q4	$19K	Buy	+225	New	+$19.2K	0.02%	162

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Clarfeld Financial Advisors's DUK Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Duke Energy (DUK) in Q4 2018: 225 shares worth $19K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings.

1,407 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

Clarfeld Financial Advisors held 225 shares of Duke Energy worth $19K as of Q4 2018.
Duke Energy was a new Clarfeld Financial Advisors position in Q4 2018.
Duke Energy made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #162 holding.
1,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.