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Oak Point Wealth Management’s Duke Energy DUK Stock Holding History

Oak Point Wealth Management’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
Q1 		$5K Sell
60
-100
-63% -$7.73K 0.01% 173
2017
Q4 		$13K Buy
+160
New +$14K 0.01% 139

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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Oak Point Wealth Management's DUK Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Duke Energy (DUK) stake by 63% in Q1 2018, selling an estimated $7.73K and leaving 60 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #173.

Oak Point Wealth Management first reported a position in DUK in Q4 2017 and has held it in 2 quarters since. The position peaked at $13K in Q4 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

  • Oak Point Wealth Management held 60 shares of Duke Energy worth $5K as of Q1 2018.
  • Oak Point Wealth Management sold 100 Duke Energy shares in Q1 2018, an estimated $7.73K.
  • Duke Energy made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #173 holding.
  • Oak Point Wealth Management first reported a position in Duke Energy in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Duke Energy position peaked at $13K in Q4 2017.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.