MKD Wealth Coaches’s Duke Energy DUK Stock Holding History

MKD Wealth Coaches’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 Q3	–	Sell	-666	Closed	-$59K	–	94
2019 Q2	$59K	Hold	666	–	–	0.05%	79
2019 Q1	$60K	Hold	666	–	–	0.06%	76
2018 Q4	$57K	Buy	+666	New	+$56.7K	0.07%	77

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MKD Wealth Coaches's DUK Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 666 shares — an estimated $59K sold.

MKD Wealth Coaches first reported a position in DUK in Q4 2018 and held it in 3 quarters. The position peaked at $60K in Q1 2019. 1,465 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

MKD Wealth Coaches reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 666 Duke Energy shares in Q3 2019, an estimated $59K.
MKD Wealth Coaches first reported a position in Duke Energy in Q4 2018 and held it in 3 quarters.
MKD Wealth Coaches's Duke Energy position peaked at $60K in Q1 2019.
1,465 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.