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Acrospire Investment Management’s Duke Energy DUK Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-400
Closed -$33K – 424
2017
Q2 		$33K Buy
+400
New +$33.6K 0.03% 1214
2016
Q2 		– Sell
-139
Closed -$11K – 2073
2016
Q1 		$11K Buy
+139
New +$10.5K 0.01% 1720

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acrospire Investment Management's DUK Position: Q3 2017 in Review

Acrospire Investment Management sold out of Duke Energy (DUK) in Q3 2017, closing a stake of 400 shares — an estimated $33K sold.

Acrospire Investment Management first reported a position in DUK in Q1 2016 and held it in 2 quarters. The position peaked at $33K in Q2 2017. 1,221 funds tracked by Wall St. Rank hold DUK as of Q3 2017.

  • Acrospire Investment Management reported no remaining Duke Energy position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 Duke Energy shares in Q3 2017, an estimated $33K.
  • Acrospire Investment Management first reported a position in Duke Energy in Q1 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Duke Energy position peaked at $33K in Q2 2017.
  • 1,221 funds tracked by Wall St. Rank held Duke Energy as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.