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Clarus Wealth Advisors’s Duke Energy DUK Stock Holding History

Clarus Wealth 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
-1,207
Closed -$106K – 241
2019
Q2 		$106K Buy
1,207
+107
+10% +$9.46K 0.08% 181
2019
Q1 		$99K Buy
1,100
+11
+1% +$970 0.07% 192
2018
Q4 		$94K Buy
1,089
+108
+11% +$9.19K 0.15% 174
2018
Q3 		$78K Buy
981
+18
+2% +$1.46K 0.05% 233
2018
Q2 		$75K Buy
+963
New +$74.1K 0.06% 227

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clarus Wealth Advisors's DUK Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 1,207 shares — an estimated $106K sold.

Clarus Wealth Advisors first reported a position in DUK in Q2 2018 and held it in 5 quarters. The position peaked at $106K in Q2 2019. 1,465 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,207 Duke Energy shares in Q3 2019, an estimated $106K.
  • Clarus Wealth Advisors first reported a position in Duke Energy in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Duke Energy position peaked at $106K in Q2 2019.
  • 1,465 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.