YorkBridge Wealth Partners’s Duke Energy DUK Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,815	Closed	-$160K	–	294
2019 Q2	$160K	Hold	1,815	–	–	0.07%	209
2019 Q1	$163K	Hold	1,815	–	–	0.08%	189
2018 Q4	$157K	Hold	1,815	–	–	0.08%	177
2018 Q3	$144K	Buy	1,815 +1	+0.1%	+$81	0.07%	220
2018 Q2	$143K	Sell	1,814 -225	-11%	-$17.3K	0.06%	225
2018 Q1	$155K	Buy	2,039 +1	+0%	+$77	0.07%	210
2017 Q4	$155K	Sell	2,038 -295	-13%	-$25.8K	0.07%	211
2017 Q3	$196K	Sell	2,333 -286	-11%	-$24.5K	0.1%	174
2017 Q2	$218K	Sell	2,619 -50	-2%	-$4.2K	0.12%	164
2017 Q1	$220K	Sell	2,669 -615	-19%	-$48.9K	0.12%	161
2016 Q4	$244K	Buy	+3,284	New	+$252K	0.14%	135

Other funds holding DUK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

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