LYV
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Live Your Vision’s Duke Energy DUK Stock Holding History

Live Your Vision’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
Q1 		$25K Hold
283
– – 0.01% 159
2018
Q4 		$24K Hold
283
– – 0.01% 146
2018
Q3 		$23K Hold
283
– – 0.01% 154
2018
Q2 		$23K Hold
283
– – 0.01% 167
2018
Q1 		$22K Hold
283
– – 0.01% 141
2017
Q4 		$21K Hold
283
– – 0.01% 139
2017
Q3 		$24K Hold
283
– – 0.01% 132
2017
Q2 		$24K Hold
283
– – 0.01% 130
2017
Q1 		$23K Hold
283
– – 0.01% 137
2016
Q4 		$22K Hold
283
– – 0.01% 136
2016
Q3 		$23K Buy
+283
New +$23.4K 0.01% 129
2015
Q4 		– Sell
-283
Closed -$20K – 130
2015
Q3 		$20K Buy
+283
New +$20.5K 0.01% 150

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Live Your Vision's DUK Position: Q1 2019 in Review

Live Your Vision held its Duke Energy (DUK) position steady in Q1 2019 at 283 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #159.

Live Your Vision first reported a position in DUK in Q3 2015 and has held it in 12 quarters since. 1,462 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

  • Live Your Vision held 283 shares of Duke Energy worth $25K as of Q1 2019.
  • Live Your Vision left its Duke Energy share count unchanged in Q1 2019.
  • Duke Energy made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #159 holding.
  • Live Your Vision first reported a position in Duke Energy in Q3 2015 and has held it in 12 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.