Huber Financial Advisors’s Duke Energy DUK Stock Holding History

Huber Financial 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 Q2	–	Sell	-2,224	Closed	-$200K	–	126
2019 Q1	$200K	Buy	+2,224	New	+$196K	0.1%	116

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Huber Financial Advisors's DUK Position: Q2 2019 in Review

Huber Financial Advisors sold out of Duke Energy (DUK) in Q2 2019, closing a stake of 2,224 shares — an estimated $200K sold.

Huber Financial Advisors first reported a position in DUK in Q1 2019 and held it in 1 quarter. The position peaked at $200K in Q1 2019. 1,444 funds tracked by Wall St. Rank hold DUK as of Q2 2019.

Huber Financial Advisors reported no remaining Duke Energy position as of Q2 2019 after selling out during the quarter.
Huber Financial Advisors sold 2,224 Duke Energy shares in Q2 2019, an estimated $200K.
Huber Financial Advisors first reported a position in Duke Energy in Q1 2019 and held it in 1 quarter.
Huber Financial Advisors's Duke Energy position peaked at $200K in Q1 2019.
1,444 funds tracked by Wall St. Rank held Duke Energy as of Q2 2019.

Based on Huber Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.