Well Done LLC’s Duke Energy DUK Stock Holding History

Well Done LLC’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	-198	Closed	-$17K	–	280
2018 Q4	$17K	Buy	+198	New	+$16.9K	﹤0.01%	387
2018 Q2	–	Sell	-182	Closed	-$14K	–	230
2018 Q1	$14K	Buy	+182	New	+$14.1K	﹤0.01%	388

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Well Done LLC's DUK Position: Q1 2019 in Review

Well Done LLC sold out of Duke Energy (DUK) in Q1 2019, closing a stake of 198 shares — an estimated $17K sold.

Well Done LLC first reported a position in DUK in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q4 2018. 1,462 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

Well Done LLC reported no remaining Duke Energy position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 198 Duke Energy shares in Q1 2019, an estimated $17K.
Well Done LLC first reported a position in Duke Energy in Q1 2018 and held it in 2 quarters.
Well Done LLC's Duke Energy position peaked at $17K in Q4 2018.
1,462 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.