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Arthur Zaske & Associates’s Duke Energy DUK Stock Holding History

Arthur Zaske & Associates’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 		– Sell
-3,333
Closed -$259K – 83
2016
Q4 		$259K Hold
3,333
– – 0.19% 61
2016
Q3 		$267K Buy
+3,333
New +$276K 0.4% 50

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arthur Zaske & Associates's DUK Position: Q1 2017 in Review

Arthur Zaske & Associates sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 3,333 shares — an estimated $259K sold.

Arthur Zaske & Associates first reported a position in DUK in Q3 2016 and held it in 2 quarters. The position peaked at $267K in Q3 2016. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • Arthur Zaske & Associates reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • Arthur Zaske & Associates sold 3,333 Duke Energy shares in Q1 2017, an estimated $259K.
  • Arthur Zaske & Associates first reported a position in Duke Energy in Q3 2016 and held it in 2 quarters.
  • Arthur Zaske & Associates's Duke Energy position peaked at $267K in Q3 2016.
  • 1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on Arthur Zaske & Associates's 13F filing for Q1 2017, filed 12 May 2017.