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Trinity Legacy Partners’s Duke Energy DUK Stock Holding History

Trinity Legacy 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
2020
Q1 		– Sell
-5,501
Closed -$499K – 73
2019
Q4 		$499K Buy
5,501
+937
+21% +$85.9K 0.23% 52
2019
Q3 		$434K Buy
4,564
+609
+15% +$55.4K 0.21% 41
2019
Q2 		$355K Buy
+3,955
New +$350K 0.24% 38

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Wellington Management Group
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Invesco
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Franklin Resources
Franklin Resources San Mateo, California $408B 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
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Legal & General Group
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Trinity Legacy Partners's DUK Position: Q1 2020 in Review

Trinity Legacy Partners sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 5,501 shares — an estimated $499K sold.

Trinity Legacy Partners first reported a position in DUK in Q2 2019 and held it in 3 quarters. The position peaked at $499K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

  • Trinity Legacy Partners reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
  • Trinity Legacy Partners sold 5,501 Duke Energy shares in Q1 2020, an estimated $499K.
  • Trinity Legacy Partners first reported a position in Duke Energy in Q2 2019 and held it in 3 quarters.
  • Trinity Legacy Partners's Duke Energy position peaked at $499K in Q4 2019.
  • 1,506 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Trinity Legacy Partners's 13F filing for Q1 2020, filed 6 Apr 2020.