Pacific Center for Financial Services’s Duke Energy DUK Stock Holding History

Pacific Center for Financial Services’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 Q2	–	Sell	-174	Closed	-$16K	–	324
2019 Q1	$16K	Sell	174 -80	-31%	-$7.05K	0.01%	177
2018 Q4	$22K	Buy	254 +80	+46%	+$6.81K	0.01%	153
2018 Q3	$14K	Sell	174 -174	-50%	-$14.1K	0.01%	193
2018 Q2	$28K	Hold	348	–	–	0.02%	135
2018 Q1	$27K	Sell	348 -174	-33%	-$13.4K	0.02%	133
2017 Q4	$44K	Buy	522 +174	+50%	+$15.2K	0.03%	110
2017 Q3	$29K	Hold	348	–	–	0.02%	127
2017 Q2	$29K	Buy	348 +174	+100%	+$14.6K	0.02%	122
2017 Q1	$14K	Sell	174 -174	-50%	-$13.8K	0.01%	160
2016 Q4	$27K	Buy	+348	New	+$26.7K	0.02%	128

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pacific Center for Financial Services's DUK Position: Q2 2019 in Review

Pacific Center for Financial Services sold out of Duke Energy (DUK) in Q2 2019, closing a stake of 174 shares — an estimated $16K sold.

Pacific Center for Financial Services first reported a position in DUK in Q4 2016 and held it in 10 quarters. The position peaked at $44K in Q4 2017. 1,444 funds tracked by Wall St. Rank hold DUK as of Q2 2019.

Pacific Center for Financial Services reported no remaining Duke Energy position as of Q2 2019 after selling out during the quarter.
Pacific Center for Financial Services sold 174 Duke Energy shares in Q2 2019, an estimated $16K.
Pacific Center for Financial Services first reported a position in Duke Energy in Q4 2016 and held it in 10 quarters.
Pacific Center for Financial Services's Duke Energy position peaked at $44K in Q4 2017.
1,444 funds tracked by Wall St. Rank held Duke Energy as of Q2 2019.

Based on Pacific Center for Financial Services's 13F filing for Q2 2019, filed 15 Aug 2019.