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Private Portfolio Partners’s Duke Energy DUK Stock Holding History

Private Portfolio Partners’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
Q3 		– Sell
-6,662
Closed -$588K – 205
2019
Q2 		$588K Buy
6,662
+308
+5% +$27.2K 0.25% 109
2019
Q1 		$572K Buy
6,354
+2,017
+47% +$178K 0.3% 82
2018
Q4 		$374K Buy
+4,337
New +$369K 0.23% 109

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 $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Private Portfolio Partners's DUK Position: Q3 2019 in Review

Private Portfolio Partners sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 6,662 shares — an estimated $588K sold.

Private Portfolio Partners first reported a position in DUK in Q4 2018 and held it in 3 quarters. The position peaked at $588K in Q2 2019. 1,465 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

  • Private Portfolio Partners reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
  • Private Portfolio Partners sold 6,662 Duke Energy shares in Q3 2019, an estimated $588K.
  • Private Portfolio Partners first reported a position in Duke Energy in Q4 2018 and held it in 3 quarters.
  • Private Portfolio Partners's Duke Energy position peaked at $588K in Q2 2019.
  • 1,465 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.