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Torch Wealth Management’s Duke Energy DUK Stock Holding History

Torch Wealth 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
Q4 		$1.81M Buy
19,816
+4
+0% +$367 1% 35
2019
Q3 		$1.9M Sell
19,812
-1,158
-6% -$105K 1.12% 34
2019
Q2 		$1.85M Sell
20,970
-20
-0.1% -$1.77K 1.11% 34
2019
Q1 		$1.89M Sell
20,990
-508
-2% -$44.8K 1.17% 33
2018
Q4 		$1.85M Buy
21,498
+653
+3% +$55.6K 1.33% 28
2018
Q3 		$1.67M Buy
20,845
+76
+0.4% +$6.15K 1% 40
2018
Q2 		$1.64M Buy
20,769
+61
+0.3% +$4.69K 1.03% 36
2018
Q1 		$1.6M Buy
20,708
+4,714
+29% +$364K 1.04% 36
2017
Q4 		$1.34M Buy
15,994
+76
+0.5% +$6.64K 0.82% 48
2017
Q3 		$1.34M Buy
15,918
+76
+0.5% +$6.51K 0.88% 45
2017
Q2 		$1.32M Sell
15,842
-150
-0.9% -$12.6K 0.91% 42
2017
Q1 		$1.31M Buy
15,992
+425
+3% +$33.8K 0.87% 48
2016
Q4 		$1.21M Buy
15,567
+1,275
+9% +$97.7K 0.85% 46
2016
Q3 		$1.14M Buy
14,292
+75
+0.5% +$6.21K 0.83% 49
2016
Q2 		$1.22M Buy
14,217
+70
+0.5% +$5.59K 0.89% 46
2016
Q1 		$1.14M Buy
14,147
+272
+2% +$20.6K 0.86% 47
2015
Q4 		$991K Buy
13,875
+281
+2% +$19.8K 0.72% 51
2015
Q3 		$978K Buy
13,594
+80
+0.6% +$5.79K 0.75% 52
2015
Q2 		$954K Buy
13,514
+73
+0.5% +$5.52K 0.66% 52
2015
Q1 		$1.03M Buy
13,441
+4,497
+50% +$365K 0.8% 47
2014
Q4 		$747K Buy
8,944
+29
+0.3% +$2.34K 0.57% 52
2014
Q3 		$667K Sell
8,915
-103
-1% -$7.51K 0.49% 57
2014
Q2 		$669K Buy
9,018
+2,452
+37% +$176K 0.45% 56
2014
Q1 		$468K Hold
6,566
– – 0.34% 65
2013
Q4 		$453K Buy
+6,566
New +$460K 0.35% 67

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Torch Wealth Management's DUK Position: Q4 2019 in Review

Torch Wealth Management increased its Duke Energy (DUK) stake by 0.02% in Q4 2019, buying an estimated $367 and bringing the position to 19,816 shares worth $1.81M. The position accounts for 1% of the portfolio, ranked #35.

Torch Wealth Management first reported a position in DUK in Q4 2013 and has held it in 25 quarters since. The position peaked at $1.9M in Q3 2019. 1,563 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

  • Torch Wealth Management held 19,816 shares of Duke Energy worth $1.81M as of Q4 2019.
  • Torch Wealth Management bought 4 Duke Energy shares in Q4 2019, an estimated $367.
  • Duke Energy made up 1% of Torch Wealth Management's portfolio in Q4 2019, its #35 holding.
  • Torch Wealth Management first reported a position in Duke Energy in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's Duke Energy position peaked at $1.9M in Q3 2019.
  • 1,563 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.