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Beck Capital Management’s Duke Energy DUK Stock Holding History

Beck Capital 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
2016
Q3 		– Sell
-2,577
Closed -$221K – 108
2016
Q2 		$221K Buy
+2,577
New +$206K 0.14% 97

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Beck Capital Management's DUK Position: Q3 2016 in Review

Beck Capital Management sold out of Duke Energy (DUK) in Q3 2016, closing a stake of 2,577 shares — an estimated $221K sold.

Beck Capital Management first reported a position in DUK in Q2 2016 and held it in 1 quarter. The position peaked at $221K in Q2 2016. 1,150 funds tracked by Wall St. Rank hold DUK as of Q3 2016.

  • Beck Capital Management reported no remaining Duke Energy position as of Q3 2016 after selling out during the quarter.
  • Beck Capital Management sold 2,577 Duke Energy shares in Q3 2016, an estimated $221K.
  • Beck Capital Management first reported a position in Duke Energy in Q2 2016 and held it in 1 quarter.
  • Beck Capital Management's Duke Energy position peaked at $221K in Q2 2016.
  • 1,150 funds tracked by Wall St. Rank held Duke Energy as of Q3 2016.

Based on Beck Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.