Clear Perspective Advisors’s Duke Energy DUK Stock Holding History

Clear Perspective 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 Q3	–	Sell	-340	Closed	-$27K	–	214
2018 Q2	$27K	Sell	340 -325	-49%	-$25K	0.02%	292
2018 Q1	$52K	Buy	665 +75	+13%	+$5.8K	0.04%	234
2017 Q4	$50K	Sell	590 -39	-6%	-$3.41K	0.04%	233
2017 Q3	$53K	Buy	629 +39	+7%	+$3.34K	0.04%	227
2017 Q2	$49K	Sell	590 -280	-32%	-$23.5K	0.04%	218
2017 Q1	$71K	Hold	870	–	–	0.05%	185
2016 Q4	$68K	Buy	+870	New	+$66.6K	0.05%	184

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Clear Perspective Advisors's DUK Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Duke Energy (DUK) in Q3 2018, closing a stake of 340 shares — an estimated $27K sold.

Clear Perspective Advisors first reported a position in DUK in Q4 2016 and held it in 7 quarters. The position peaked at $71K in Q1 2017. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

Clear Perspective Advisors reported no remaining Duke Energy position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 340 Duke Energy shares in Q3 2018, an estimated $27K.
Clear Perspective Advisors first reported a position in Duke Energy in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Duke Energy position peaked at $71K in Q1 2017.
1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.