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Sound View Wealth Advisors’s Duke Energy DUK Stock Holding History

Sound View Wealth Advisors’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
Q1 		$1.55M Buy
17,173
+705
+4% +$62.2K 0.48% 63
2018
Q4 		$1.42M Buy
+16,468
New +$1.4M 0.52% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sound View Wealth Advisors's DUK Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Duke Energy (DUK) stake by 4.3% in Q1 2019, buying an estimated $62.2K and bringing the position to 17,173 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #63.

Sound View Wealth Advisors first reported a position in DUK in Q4 2018 and has held it in 2 quarters since. 1,462 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

  • Sound View Wealth Advisors held 17,173 shares of Duke Energy worth $1.55M as of Q1 2019.
  • Sound View Wealth Advisors bought 705 Duke Energy shares in Q1 2019, an estimated $62.2K.
  • Duke Energy made up 0.48% of Sound View Wealth Advisors's portfolio in Q1 2019, its #63 holding.
  • Sound View Wealth Advisors first reported a position in Duke Energy in Q4 2018 and has held it in 2 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.