Partnervest Advisory Services’s Duke Energy DUK Stock Holding History

Partnervest Advisory 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 Q4	–	Sell	-2,141	Closed	-$205K	–	252
2019 Q3	$205K	Buy	+2,141	New	+$195K	0.07%	215
2019 Q1	–	Sell	-2,523	Closed	-$218K	–	255
2018 Q4	$218K	Buy	+2,523	New	+$215K	0.11%	179
2014 Q3	–	Sell	-200	Closed	-$15K	–	309
2014 Q2	$15K	Buy	+200	New	+$14.4K	0.01%	602

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Partnervest Advisory Services's DUK Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Duke Energy (DUK) in Q4 2019, closing a stake of 2,141 shares — an estimated $205K sold.

Partnervest Advisory Services first reported a position in DUK in Q2 2014 and held it in 3 quarters. The position peaked at $218K in Q4 2018. 1,563 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

Partnervest Advisory Services reported no remaining Duke Energy position as of Q4 2019 after selling out during the quarter.
Partnervest Advisory Services sold 2,141 Duke Energy shares in Q4 2019, an estimated $205K.
Partnervest Advisory Services first reported a position in Duke Energy in Q2 2014 and held it in 3 quarters.
Partnervest Advisory Services's Duke Energy position peaked at $218K in Q4 2018.
1,563 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.