Paulson Wealth Management’s Duke Energy DUK Stock Holding History

Paulson 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	–	Sell	-1,709	Closed	-$144K	–	218
2017 Q4	$144K	Buy	+1,709	New	+$149K	0.13%	130

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Paulson Wealth Management's DUK Position: Q1 2018 in Review

Paulson Wealth Management sold out of Duke Energy (DUK) in Q1 2018, closing a stake of 1,709 shares — an estimated $144K sold.

Paulson Wealth Management first reported a position in DUK in Q4 2017 and held it in 1 quarter. The position peaked at $144K in Q4 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

Paulson Wealth Management reported no remaining Duke Energy position as of Q1 2018 after selling out during the quarter.
Paulson Wealth Management sold 1,709 Duke Energy shares in Q1 2018, an estimated $144K.
Paulson Wealth Management first reported a position in Duke Energy in Q4 2017 and held it in 1 quarter.
Paulson Wealth Management's Duke Energy position peaked at $144K in Q4 2017.
1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.