Loeb Partners Corp’s Duke Energy DUK Stock Holding History

Loeb Partners Corp’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	–	Sell	-198	Closed	-$18K	–	174
2018 Q4	$18K	Buy	+198	New	+$16.9K	0.01%	210

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Loeb Partners Corp's DUK Position: Q1 2019 in Review

Loeb Partners Corp sold out of Duke Energy (DUK) in Q1 2019, closing a stake of 198 shares — an estimated $18K sold.

Loeb Partners Corp first reported a position in DUK in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 1,462 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

Loeb Partners Corp reported no remaining Duke Energy position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 198 Duke Energy shares in Q1 2019, an estimated $18K.
Loeb Partners Corp first reported a position in Duke Energy in Q4 2018 and held it in 1 quarter.
Loeb Partners Corp's Duke Energy position peaked at $18K in Q4 2018.
1,462 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.