BA
DUK icon

BKS Advisors’s Duke Energy DUK Stock Holding History

BKS Advisors’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
-3,252
Closed -$252K – 202
2016
Q4 		$252K Sell
3,252
-100
-3% -$7.66K 0.12% 152
2016
Q3 		$268K Buy
3,352
+1,000
+43% +$82.8K 0.12% 139
2016
Q2 		$202K Buy
+2,352
New +$188K 0.1% 167

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 $3.37T AUM 44.26% 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

BKS Advisors's DUK Position: Q1 2017 in Review

BKS Advisors sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 3,252 shares — an estimated $252K sold.

BKS Advisors first reported a position in DUK in Q2 2016 and held it in 3 quarters. The position peaked at $268K in Q3 2016. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • BKS Advisors reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • BKS Advisors sold 3,252 Duke Energy shares in Q1 2017, an estimated $252K.
  • BKS Advisors first reported a position in Duke Energy in Q2 2016 and held it in 3 quarters.
  • BKS Advisors's Duke Energy position peaked at $268K in Q3 2016.
  • 1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on BKS Advisors's 13F filing for Q1 2017, filed 15 May 2017.