Fortis Advisors’s Duke Energy DUK Stock Holding History

Fortis 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	-68	Closed	-$5K	–	304
2018 Q2	$5K	Hold	68	–	–	﹤0.01%	289
2018 Q1	$5K	Hold	68	–	–	﹤0.01%	281
2017 Q4	$6K	Buy	+68	New	+$5.94K	﹤0.01%	256

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 $3.38T AUM 44.17% 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

Fortis Advisors's DUK Position: Q3 2018 in Review

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

Fortis Advisors first reported a position in DUK in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

Fortis Advisors reported no remaining Duke Energy position as of Q3 2018 after selling out during the quarter.
Fortis Advisors sold 68 Duke Energy shares in Q3 2018, an estimated $5K.
Fortis Advisors first reported a position in Duke Energy in Q4 2017 and held it in 3 quarters.
Fortis Advisors's Duke Energy position peaked at $6K in Q4 2017.
1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Fortis Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.