Coyle Financial Counsel’s Duke Energy DUK Stock Holding History

Coyle Financial Counsel’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	-68	Closed	-$5K	–	111
2018 Q2	$5K	Buy	+68	New	+$5.23K	﹤0.01%	181

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coyle Financial Counsel's DUK Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Duke Energy (DUK) in Q3 2018, closing a stake of 68 shares — an estimated $5K sold.

Coyle Financial Counsel first reported a position in DUK in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

Coyle Financial Counsel reported no remaining Duke Energy position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 68 Duke Energy shares in Q3 2018, an estimated $5K.
Coyle Financial Counsel first reported a position in Duke Energy in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's Duke Energy position peaked at $5K in Q2 2018.
1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.