Laurie J. Hall Trustee’s Duke Energy DUK Stock Holding History

Laurie J. Hall Trustee’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 Q4	$11K	Hold	116	–	–	0.01%	272
2019 Q3	$11K	Hold	116	–	–	0.01%	256
2019 Q2	$10K	Hold	116	–	–	0.01%	265
2019 Q1	$10K	Hold	116	–	–	0.01%	268
2018 Q4	$10K	Hold	116	–	–	0.01%	268
2018 Q3	$9K	Sell	116 -58	-33%	-$4.69K	﹤0.01%	300
2018 Q2	$14K	Hold	174	–	–	0.01%	273
2018 Q1	$13K	Sell	174 -200	-53%	-$15.5K	0.01%	273
2017 Q4	$32K	Hold	374	–	–	0.02%	217
2017 Q3	$31.4K	Hold	374	–	–	0.02%	179
2017 Q2	$31.3K	Hold	374	–	–	0.02%	180
2017 Q1	$31K	Hold	374	–	–	0.02%	179
2016 Q4	$28K	Buy	+374	New	+$28.6K	0.02%	189
2016 Q2	$36K	Hold	424	–	–	0.02%	168
2016 Q1	$33K	Hold	424	–	–	0.02%	163
2015 Q4	$32K	Buy	+424	New	+$29.8K	0.02%	159

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Laurie J. Hall Trustee's DUK Position: Q4 2019 in Review

Laurie J. Hall Trustee held its Duke Energy (DUK) position steady in Q4 2019 at 116 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #272.

Laurie J. Hall Trustee first reported a position in DUK in Q4 2015 and has held it in 16 quarters since. The position peaked at $36K in Q2 2016. 1,563 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

Laurie J. Hall Trustee held 116 shares of Duke Energy worth $11K as of Q4 2019.
Laurie J. Hall Trustee left its Duke Energy share count unchanged in Q4 2019.
Duke Energy made up 0.01% of Laurie J. Hall Trustee's portfolio in Q4 2019, its #272 holding.
Laurie J. Hall Trustee first reported a position in Duke Energy in Q4 2015 and has held it in 16 quarters since.
Laurie J. Hall Trustee's Duke Energy position peaked at $36K in Q2 2016.
1,563 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2019, filed 12 Feb 2020.