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 $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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

YorkBridge Wealth Partners's DUK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 1,815 shares — an estimated $160K sold.

YorkBridge Wealth Partners first reported a position in DUK in Q4 2016 and held it in 11 quarters. The position peaked at $244K in Q4 2016. 1,466 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,815 Duke Energy shares in Q3 2019, an estimated $160K.
YorkBridge Wealth Partners first reported a position in Duke Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Duke Energy position peaked at $244K in Q4 2016.
1,466 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.