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Winthrop Partners - WNY’s Duke Energy DUK Stock Holding History

Winthrop Partners - WNY’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
Q3 		$3.16K Hold
33
– – ﹤0.01% 281
2019
Q2 		$2.91K Hold
33
– – ﹤0.01% 219
2019
Q1 		$2.95K Hold
33
– – ﹤0.01% 222
2018
Q4 		$2.85K Hold
33
– – ﹤0.01% 235
2018
Q3 		$2.64K Hold
33
– – ﹤0.01% 278
2018
Q2 		$2.61K Hold
33
– – ﹤0.01% 294
2018
Q1 		$2.59K Buy
+33
New +$2.55K ﹤0.01% 399

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Winthrop Partners - WNY's DUK Position: Q3 2019 in Review

Winthrop Partners - WNY held its Duke Energy (DUK) position steady in Q3 2019 at 33 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Winthrop Partners - WNY first reported a position in DUK in Q1 2018 and has held it in 7 quarters since. 1,465 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

  • Winthrop Partners - WNY held 33 shares of Duke Energy worth $3.16K as of Q3 2019.
  • Winthrop Partners - WNY left its Duke Energy share count unchanged in Q3 2019.
  • Duke Energy made up ﹤0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #281 holding.
  • Winthrop Partners - WNY first reported a position in Duke Energy in Q1 2018 and has held it in 7 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.