Gideon Capital Advisors’s Duke Energy DUK Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-19,684	Closed	-$1.79M	–	57
2019 Q4	$1.79M	Buy	19,684 +14,132	+255%	+$1.3M	0.62%	63
2019 Q3	$532K	Buy	+5,552	New	+$505K	0.17%	175
2018 Q3	–	Sell	-10,838	Closed	-$857K	–	384
2018 Q2	$857K	Buy	10,838 +6,735	+164%	+$518K	0.43%	55
2018 Q1	$318K	Sell	4,103 -2,355	-36%	-$182K	0.2%	214
2017 Q4	$543K	Buy	6,458 +1,000	+18%	+$87.4K	0.48%	49
2017 Q3	$458K	Buy	+5,458	New	+$467K	0.45%	56
2016 Q3	–	Sell	-18,765	Closed	-$1.61M	–	210
2016 Q2	$1.61M	Buy	+18,765	New	+$1.5M	0.94%	27
2016 Q1	–	Sell	-5,603	Closed	-$400K	–	170
2015 Q4	$400K	Buy	+5,603	New	+$394K	0.29%	122
2014 Q1	–	Sell	-8,361	Closed	-$577K	–	225
2013 Q4	$577K	Buy	+8,361	New	+$585K	0.34%	90

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

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

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

Franklin Resources San Mateo, California $408B 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gideon Capital Advisors's DUK Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 19,684 shares — an estimated $1.79M sold.

Gideon Capital Advisors first reported a position in DUK in Q4 2013 and held it in 9 quarters. The position peaked at $1.79M in Q4 2019. 1,507 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

Gideon Capital Advisors reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 19,684 Duke Energy shares in Q1 2020, an estimated $1.79M.
Gideon Capital Advisors first reported a position in Duke Energy in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Duke Energy position peaked at $1.79M in Q4 2019.
1,507 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.