Taylor Wealth Management Partners’s Duke Energy DUK Stock Holding History

Taylor Wealth Management Partners’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	–	Sell	-83	Closed	-$7K	–	69
2018 Q4	$7K	Hold	83	–	–	﹤0.01%	95
2018 Q3	$7K	Hold	83	–	–	﹤0.01%	110
2018 Q2	$7K	Hold	83	–	–	﹤0.01%	118
2018 Q1	$6K	Hold	83	–	–	﹤0.01%	115
2017 Q4	$7K	Sell	83 -450	-84%	-$39.3K	﹤0.01%	134
2017 Q3	$45K	Hold	533	–	–	0.02%	100
2017 Q2	$45K	Hold	533	–	–	0.02%	102
2017 Q1	$44K	Hold	533	–	–	0.02%	106
2016 Q4	$41K	Hold	533	–	–	0.02%	103
2016 Q3	$43K	Hold	533	–	–	0.02%	94
2016 Q2	$46K	Hold	533	–	–	0.02%	92
2016 Q1	$43K	Buy	533 +450	+542%	+$34.1K	0.02%	87
2015 Q4	$6K	Hold	83	–	–	﹤0.01%	121
2015 Q3	$6K	Sell	83 -333	-80%	-$24.1K	﹤0.01%	132
2015 Q2	$29K	Sell	416 -452	-52%	-$34.2K	0.01%	113
2015 Q1	$67K	Buy	+868	New	+$70.5K	0.02%	73

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Taylor Wealth Management Partners's DUK Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Duke Energy (DUK) in Q1 2019, closing a stake of 83 shares — an estimated $7K sold.

Taylor Wealth Management Partners first reported a position in DUK in Q1 2015 and held it in 16 quarters. The position peaked at $67K in Q1 2015. 1,463 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Duke Energy position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 83 Duke Energy shares in Q1 2019, an estimated $7K.
Taylor Wealth Management Partners first reported a position in Duke Energy in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Duke Energy position peaked at $67K in Q1 2015.
1,463 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.