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Signature Wealth Management Group’s Duke Energy DUK Stock Holding History

Signature Wealth Management Group’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
Q4 		– Sell
-715
Closed -$60K – 132
2018
Q3 		$60K Hold
715
– – 0.04% 101
2018
Q2 		$57K Sell
715
-43
-6% -$3.31K 0.04% 97
2018
Q1 		$59K Hold
758
– – 0.05% 94
2017
Q4 		$64K Buy
+758
New +$66.2K 0.05% 91

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Signature Wealth Management Group's DUK Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 715 shares — an estimated $60K sold.

Signature Wealth Management Group first reported a position in DUK in Q4 2017 and held it in 4 quarters. The position peaked at $64K in Q4 2017. 1,407 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 715 Duke Energy shares in Q4 2018, an estimated $60K.
  • Signature Wealth Management Group first reported a position in Duke Energy in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Duke Energy position peaked at $64K in Q4 2017.
  • 1,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.