Guidant Wealth Advisors’s Duke Energy DUK Stock Holding History

Guidant Wealth 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
2019 Q3	$28K	Hold	288	–	–	0.01%	203
2019 Q2	$25K	Buy	288 +100	+53%	+$8.84K	0.01%	212
2019 Q1	$17K	Hold	188	–	–	0.01%	229
2018 Q4	$16K	Hold	188	–	–	0.01%	178
2018 Q3	$14K	Hold	188	–	–	0.01%	136
2018 Q2	$14K	Hold	188	–	–	0.01%	135
2018 Q1	$14K	Hold	188	–	–	0.01%	134
2017 Q4	$15K	Hold	188	–	–	0.01%	132
2017 Q3	$15K	Hold	188	–	–	0.01%	141
2017 Q2	$15K	Hold	188	–	–	0.01%	176
2017 Q1	$15K	Hold	188	–	–	0.01%	154
2016 Q4	$14K	Hold	188	–	–	0.01%	140
2016 Q3	$15K	Buy	+188	New	+$15.6K	0.01%	138

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

Guidant Wealth Advisors's DUK Position: Q3 2019 in Review

Guidant Wealth Advisors held its Duke Energy (DUK) position steady in Q3 2019 at 288 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #203.

Guidant Wealth Advisors first reported a position in DUK in Q3 2016 and has held it in 13 quarters since. 1,465 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

Guidant Wealth Advisors held 288 shares of Duke Energy worth $28K as of Q3 2019.
Guidant Wealth Advisors left its Duke Energy share count unchanged in Q3 2019.
Duke Energy made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #203 holding.
Guidant Wealth Advisors first reported a position in Duke Energy in Q3 2016 and has held it in 13 quarters since.
1,465 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.