HWP
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Hefty Wealth Partners’s Duke Energy DUK Stock Holding History

Hefty Wealth Partners’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
Q1 		$45K Sell
578
-16
-3% -$1.24K 0.03% 145
2017
Q4 		$50K Hold
594
– – 0.03% 143
2017
Q3 		$50K Buy
594
+16
+3% +$1.37K 0.03% 136
2017
Q2 		$48K Hold
578
– – 0.03% 125
2017
Q1 		$47K Hold
578
– – 0.03% 131
2016
Q4 		$44K Hold
578
– – 0.04% 125
2016
Q3 		$46K Hold
578
– – 0.03% 133
2016
Q2 		$49K Hold
578
– – 0.04% 110
2016
Q1 		$46K Hold
578
– – 0.04% 107
2015
Q4 		$41K Buy
+578
New +$40.6K 0.04% 112

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Hefty Wealth Partners's DUK Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Duke Energy (DUK) stake by 2.7% in Q1 2018, selling an estimated $1.24K and leaving 578 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #145.

Hefty Wealth Partners first reported a position in DUK in Q4 2015 and has held it in 10 quarters since. The position peaked at $50K in Q4 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

  • Hefty Wealth Partners held 578 shares of Duke Energy worth $45K as of Q1 2018.
  • Hefty Wealth Partners sold 16 Duke Energy shares in Q1 2018, an estimated $1.24K.
  • Duke Energy made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #145 holding.
  • Hefty Wealth Partners first reported a position in Duke Energy in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's Duke Energy position peaked at $50K in Q4 2017.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.