Kaizen Advisory’s Duke Energy DUK Stock Holding History

Kaizen Advisory’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 Q4	$166K	Buy	1,926 +386	+25%	+$32.9K	0.12%	174
2018 Q3	$123K	Hold	1,540	–	–	0.06%	204
2018 Q2	$122K	Buy	1,540 +858	+126%	+$66K	0.06%	204
2018 Q1	$53K	Hold	682	–	–	0.05%	193
2017 Q4	$57K	Buy	+682	New	+$59.6K	0.03%	179

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kaizen Advisory's DUK Position: Q4 2018 in Review

Kaizen Advisory increased its Duke Energy (DUK) stake by 25% in Q4 2018, buying an estimated $32.9K and bringing the position to 1,926 shares worth $166K. The position accounts for 0.12% of the portfolio, ranked #174.

Kaizen Advisory first reported a position in DUK in Q4 2017 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

Kaizen Advisory held 1,926 shares of Duke Energy worth $166K as of Q4 2018.
Kaizen Advisory bought 386 Duke Energy shares in Q4 2018, an estimated $32.9K.
Duke Energy made up 0.12% of Kaizen Advisory's portfolio in Q4 2018, its #174 holding.
Kaizen Advisory first reported a position in Duke Energy in Q4 2017 and has held it in 5 quarters since.
1,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.