Weil Company’s Duke Energy DUK Stock Holding History

Weil Company’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	–	Sell	-829	Closed	-$79K	–	174
2019 Q3	$79K	Buy	+829	New	+$75.4K	0.06%	158

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Weil Company's DUK Position: Q4 2019 in Review

Weil Company sold out of Duke Energy (DUK) in Q4 2019, closing a stake of 829 shares — an estimated $79K sold.

Weil Company first reported a position in DUK in Q3 2019 and held it in 1 quarter. The position peaked at $79K in Q3 2019. 1,562 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

Weil Company reported no remaining Duke Energy position as of Q4 2019 after selling out during the quarter.
Weil Company sold 829 Duke Energy shares in Q4 2019, an estimated $79K.
Weil Company first reported a position in Duke Energy in Q3 2019 and held it in 1 quarter.
Weil Company's Duke Energy position peaked at $79K in Q3 2019.
1,562 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.