WP Advisors’s Duke Energy DUK Stock Holding History

WP Advisors’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
2018 Q4	–	Sell	-205	Closed	-$16K	–	111
2018 Q3	$16K	Buy	205 +3	+1%	+$243	0.01%	198
2018 Q2	$16K	Buy	+202	New	+$15.5K	0.02%	205

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WP Advisors's DUK Position: Q4 2018 in Review

WP Advisors sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 205 shares — an estimated $16K sold.

WP Advisors first reported a position in DUK in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 1,407 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

WP Advisors reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 205 Duke Energy shares in Q4 2018, an estimated $16K.
WP Advisors first reported a position in Duke Energy in Q2 2018 and held it in 2 quarters.
WP Advisors's Duke Energy position peaked at $16K in Q3 2018.
1,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.