CPA
DUK icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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 $653B AUM 32.41% 1-Year Est. Return