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Mariner Wealth Advisors (Cincinnati)’s Duke Energy DUK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$513K Buy
6,412
+119
+2% +$9.62K 0.03% 192
2018
Q2 		$498K Buy
6,293
+202
+3% +$15.5K 0.03% 196
2018
Q1 		$472K Sell
6,091
-780
-11% -$60.3K 0.03% 195
2017
Q4 		$578K Sell
6,871
-476
-6% -$41.6K 0.04% 163
2017
Q3 		$617K Buy
7,347
+2,167
+42% +$186K 0.04% 147
2017
Q2 		$433K Sell
5,180
-909
-15% -$76.4K 0.03% 181
2017
Q1 		$499K Buy
6,089
+107
+2% +$8.51K 0.04% 166
2016
Q4 		$464K Sell
5,982
-1,708
-22% -$131K 0.04% 168
2016
Q3 		$616K Buy
7,690
+22
+0.3% +$1.82K 0.05% 145
2016
Q2 		$658K Buy
7,668
+66
+0.9% +$5.28K 0.06% 140
2016
Q1 		$613K Buy
7,602
+1,816
+31% +$137K 0.06% 136
2015
Q4 		$413K Buy
+5,786
New +$407K 0.04% 163
2015
Q1 		$617K Buy
8,031
+3,085
+62% +$250K 0.09% 99
2014
Q4 		$413K Buy
4,946
+159
+3% +$12.8K 0.06% 126
2014
Q3 		$358K Sell
4,787
-26
-0.5% -$1.9K 0.06% 126
2014
Q2 		$357K Buy
4,813
+150
+3% +$10.8K 0.06% 115
2014
Q1 		$332K Buy
4,663
+3
+0.1% +$209 0.05% 112
2013
Q4 		$322K Buy
4,660
+371
+9% +$26K 0.05% 119
2013
Q3 		$286K Sell
4,289
-260
-6% -$17.7K 0.05% 104
2013
Q2 		$307K Buy
+4,549
New +$322K 0.06% 96

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s DUK Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Duke Energy (DUK) stake by 1.9% in Q3 2018, buying an estimated $9.62K and bringing the position to 6,412 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #192.

Mariner Wealth Advisors (Cincinnati) first reported a position in DUK in Q2 2013 and has held it in 20 quarters since. The position peaked at $658K in Q2 2016. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,412 shares of Duke Energy worth $513K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 119 Duke Energy shares in Q3 2018, an estimated $9.62K.
  • Duke Energy made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #192 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Duke Energy in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Duke Energy position peaked at $658K in Q2 2016.
  • 1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.