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Private Vista’s Duke Energy DUK Stock Holding History

Private Vista’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
2020
Q1 		– Sell
-2,301
Closed -$210K – 146
2019
Q4 		$210K Buy
2,301
+4
+0.2% +$367 0.06% 138
2019
Q3 		$221K Buy
2,297
+15
+0.7% +$1.36K 0.06% 136
2019
Q2 		$202K Buy
2,282
+43
+2% +$3.8K 0.05% 149
2019
Q1 		$202K Sell
2,239
-221
-9% -$19.5K 0.05% 149
2018
Q4 		$213K Buy
+2,460
New +$209K 0.05% 139

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Private Vista's DUK Position: Q1 2020 in Review

Private Vista sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 2,301 shares — an estimated $210K sold.

Private Vista first reported a position in DUK in Q4 2018 and held it in 5 quarters. The position peaked at $221K in Q3 2019. 1,506 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

  • Private Vista reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
  • Private Vista sold 2,301 Duke Energy shares in Q1 2020, an estimated $210K.
  • Private Vista first reported a position in Duke Energy in Q4 2018 and held it in 5 quarters.
  • Private Vista's Duke Energy position peaked at $221K in Q3 2019.
  • 1,506 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.