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Agran Libbie’s Duke Energy DUK Stock Holding History

Agran Libbie’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
Q1 		$209K Sell
2,552
-83
-3% -$6.6K 0.05% 118
2016
Q4 		$204K Buy
2,635
+1
+0% +$77 0.05% 119
2016
Q3 		$211K Buy
2,634
+1
+0% +$83 0.06% 104
2016
Q2 		$226K Buy
2,633
+1
+0% +$80 0.06% 120
2016
Q1 		$212K Buy
+2,632
New +$199K 0.05% 117
2015
Q2 		– Sell
-2,729
Closed -$210K – 122
2015
Q1 		$210K Buy
2,729
+1
+0% +$81 0.05% 130
2014
Q4 		$228K Sell
2,728
-1,166
-30% -$94K 0.05% 120
2014
Q3 		$291K Buy
3,894
+1
+0% +$73 0.07% 113
2014
Q2 		$289K Sell
3,893
-100
-3% -$7.19K 0.07% 103
2014
Q1 		$284K Sell
3,993
-513
-11% -$35.8K 0.08% 100
2013
Q4 		$311K Sell
4,506
-8,264
-65% -$578K 0.08% 105
2013
Q3 		$853K Sell
12,770
-2,259
-15% -$154K 0.25% 74
2013
Q2 		$1.01M Buy
+15,029
New +$1.06M 0.29% 71

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Agran Libbie's DUK Position: Q1 2017 in Review

Agran Libbie reduced its Duke Energy (DUK) stake by 3.1% in Q1 2017, selling an estimated $6.6K and leaving 2,552 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #118.

Agran Libbie first reported a position in DUK in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2013. 1,212 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • Agran Libbie held 2,552 shares of Duke Energy worth $209K as of Q1 2017.
  • Agran Libbie sold 83 Duke Energy shares in Q1 2017, an estimated $6.6K.
  • Duke Energy made up 0.05% of Agran Libbie's portfolio in Q1 2017, its #118 holding.
  • Agran Libbie first reported a position in Duke Energy in Q2 2013 and has held it in 13 quarters since.
  • Agran Libbie's Duke Energy position peaked at $1.01M in Q2 2013.
  • 1,212 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.