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Stellar Capital Management’s Duke Energy DUK Stock Holding History

Stellar Capital Management’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
-2,241
Closed -$202K – 81
2019
Q2 		$202K Hold
2,241
– – 0.13% 82
2019
Q1 		$202K Buy
+2,241
New +$198K 0.13% 82
2018
Q2 		– Sell
-5,503
Closed -$427K – 81
2018
Q1 		$427K Buy
+5,503
New +$425K 0.28% 64

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stellar Capital Management's DUK Position: Q3 2019 in Review

Stellar Capital Management sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 2,241 shares — an estimated $202K sold.

Stellar Capital Management first reported a position in DUK in Q1 2018 and held it in 3 quarters. The position peaked at $427K in Q1 2018. 1,466 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

  • Stellar Capital Management reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
  • Stellar Capital Management sold 2,241 Duke Energy shares in Q3 2019, an estimated $202K.
  • Stellar Capital Management first reported a position in Duke Energy in Q1 2018 and held it in 3 quarters.
  • Stellar Capital Management's Duke Energy position peaked at $427K in Q1 2018.
  • 1,466 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Stellar Capital Management's 13F filing for Q3 2019, filed 18 Nov 2019.