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BB&T Investment Services’s Duke Energy DUK Stock Holding History

BB&T Investment Services’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
Q4 		$1.59M Buy
18,997
+2,006
+12% +$175K 0.27% 93
2017
Q3 		$1.42M Buy
16,991
+1,923
+13% +$165K 0.28% 79
2017
Q2 		$1.26M Buy
15,068
+2,175
+17% +$183K 0.32% 69
2017
Q1 		$1.05M Buy
12,893
+2,539
+25% +$202K 0.41% 48
2016
Q4 		$800K Buy
+10,354
New +$793K 0.59% 42

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BB&T Investment Services's DUK Position: Q4 2017 in Review

BB&T Investment Services increased its Duke Energy (DUK) stake by 12% in Q4 2017, buying an estimated $175K and bringing the position to 18,997 shares worth $1.59M. The position accounts for 0.27% of the portfolio, ranked #93.

BB&T Investment Services first reported a position in DUK in Q4 2016 and has held it in 5 quarters since. 1,340 funds tracked by Wall St. Rank hold DUK as of Q4 2017.

  • BB&T Investment Services held 18,997 shares of Duke Energy worth $1.59M as of Q4 2017.
  • BB&T Investment Services bought 2,006 Duke Energy shares in Q4 2017, an estimated $175K.
  • Duke Energy made up 0.27% of BB&T Investment Services's portfolio in Q4 2017, its #93 holding.
  • BB&T Investment Services first reported a position in Duke Energy in Q4 2016 and has held it in 5 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.