Suncoast Equity Management’s Duke Energy DUK Stock Holding History

Suncoast Equity 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 Q2	–	Sell	-2,635	Closed	-$237K	–	41
2019 Q1	$237K	Sell	2,635 -110	-4%	-$9.7K	0.05%	38
2018 Q4	$237K	Hold	2,745	–	–	0.06%	36
2018 Q3	$220K	Hold	2,745	–	–	0.05%	40
2018 Q2	$217K	Sell	2,745 -205	-7%	-$15.8K	0.05%	33
2018 Q1	$229K	Sell	2,950 -850	-22%	-$65.7K	0.06%	33
2017 Q4	$320K	Buy	3,800 +555	+17%	+$48.5K	0.09%	23
2017 Q3	$272K	Hold	3,245	–	–	0.08%	33
2017 Q2	$271K	Buy	3,245 +375	+13%	+$31.5K	0.08%	32
2017 Q1	$235K	Sell	2,870 -245	-8%	-$19.5K	0.08%	30
2016 Q4	$242K	Hold	3,115	–	–	0.08%	31
2016 Q3	$249K	Buy	+3,115	New	+$258K	0.08%	31

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Suncoast Equity Management's DUK Position: Q2 2019 in Review

Suncoast Equity Management sold out of Duke Energy (DUK) in Q2 2019, closing a stake of 2,635 shares — an estimated $237K sold.

Suncoast Equity Management first reported a position in DUK in Q3 2016 and held it in 11 quarters. The position peaked at $320K in Q4 2017. 1,444 funds tracked by Wall St. Rank hold DUK as of Q2 2019.

Suncoast Equity Management reported no remaining Duke Energy position as of Q2 2019 after selling out during the quarter.
Suncoast Equity Management sold 2,635 Duke Energy shares in Q2 2019, an estimated $237K.
Suncoast Equity Management first reported a position in Duke Energy in Q3 2016 and held it in 11 quarters.
Suncoast Equity Management's Duke Energy position peaked at $320K in Q4 2017.
1,444 funds tracked by Wall St. Rank held Duke Energy as of Q2 2019.

Based on Suncoast Equity Management's 13F filing for Q2 2019, filed 26 Jul 2019.