Portfolio Solutions’s Duke Energy DUK Stock Holding History

Portfolio Solutions’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 Q2	–	Sell	-27	Closed	-$2K	–	67
2018 Q1	$2K	Buy	+27	New	+$2.09K	﹤0.01%	192

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Portfolio Solutions's DUK Position: Q2 2018 in Review

Portfolio Solutions sold out of Duke Energy (DUK) in Q2 2018, closing a stake of 27 shares — an estimated $2K sold.

Portfolio Solutions first reported a position in DUK in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 1,353 funds tracked by Wall St. Rank hold DUK as of Q2 2018.

Portfolio Solutions reported no remaining Duke Energy position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 27 Duke Energy shares in Q2 2018, an estimated $2K.
Portfolio Solutions first reported a position in Duke Energy in Q1 2018 and held it in 1 quarter.
Portfolio Solutions's Duke Energy position peaked at $2K in Q1 2018.
1,353 funds tracked by Wall St. Rank held Duke Energy as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.