Sharkey, Howes & Javer’s Duke Energy DUK Stock Holding History

Sharkey, Howes & Javer’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	-104	Closed	-$9K	–	86
2019 Q2	$9K	Hold	104	–	–	﹤0.01%	153
2019 Q1	$9K	Hold	104	–	–	﹤0.01%	157
2018 Q4	$9K	Hold	104	–	–	0.01%	153
2018 Q3	$8K	Hold	104	–	–	﹤0.01%	165
2018 Q2	$8K	Sell	104 -153	-60%	-$11.8K	﹤0.01%	159
2018 Q1	$19K	Hold	257	–	–	0.01%	129
2017 Q4	$22K	Hold	257	–	–	0.01%	126
2017 Q3	$22K	Hold	257	–	–	0.01%	127
2017 Q2	$21K	Hold	257	–	–	0.01%	125
2017 Q1	$21K	Hold	257	–	–	0.01%	136
2016 Q4	$20K	Hold	257	–	–	0.01%	139
2016 Q3	$21K	Hold	257	–	–	0.01%	133
2016 Q2	$22K	Hold	257	–	–	0.01%	129
2016 Q1	$21K	Sell	257 -521	-67%	-$39.4K	0.02%	138
2015 Q4	$56K	Buy	778 +104	+15%	+$7.31K	0.04%	84
2015 Q3	$46K	Buy	+674	New	+$48.8K	0.04%	97

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 $3.37T AUM 44.26% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sharkey, Howes & Javer's DUK Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 104 shares — an estimated $9K sold.

Sharkey, Howes & Javer first reported a position in DUK in Q3 2015 and held it in 16 quarters. The position peaked at $56K in Q4 2015. 1,466 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 104 Duke Energy shares in Q3 2019, an estimated $9K.
Sharkey, Howes & Javer first reported a position in Duke Energy in Q3 2015 and held it in 16 quarters.
Sharkey, Howes & Javer's Duke Energy position peaked at $56K in Q4 2015.
1,466 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.