Fort LP’s Duke Energy DUK Stock Holding History

Fort LP’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	-1,535	Closed	-$135K	–	441
2019 Q2	$135K	Buy	1,535 +126	+9%	+$11.1K	0.03%	315
2019 Q1	$127K	Buy	+1,409	New	+$124K	0.03%	300

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fort LP's DUK Position: Q3 2019 in Review

Fort LP sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 1,535 shares — an estimated $135K sold.

Fort LP first reported a position in DUK in Q1 2019 and held it in 2 quarters. The position peaked at $135K in Q2 2019. 1,465 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

Fort LP reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
Fort LP sold 1,535 Duke Energy shares in Q3 2019, an estimated $135K.
Fort LP first reported a position in Duke Energy in Q1 2019 and held it in 2 quarters.
Fort LP's Duke Energy position peaked at $135K in Q2 2019.
1,465 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Fort LP's 13F filing for Q3 2019, filed 13 Nov 2019.