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Boston Family Office’s Duke Energy DUK Stock Holding History

Boston Family Office’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
2015
Q2 		– Sell
-3,283
Closed -$252K – 258
2015
Q1 		$252K Sell
3,283
-33
-1% -$2.68K 0.03% 239
2014
Q4 		$277K Sell
3,316
-8
-0.2% -$645 0.03% 233
2014
Q3 		$249K Hold
3,324
– – 0.03% 241
2014
Q2 		$247K Sell
3,324
-653
-16% -$47K 0.03% 244
2014
Q1 		$283K Sell
3,977
-918
-19% -$64K 0.04% 228
2013
Q4 		$338K Hold
4,895
– – 0.04% 216
2013
Q3 		$327K Sell
4,895
-24
-0.5% -$1.64K 0.05% 225
2013
Q2 		$332K Buy
+4,919
New +$348K 0.05% 208

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Boston Family Office's DUK Position: Q2 2015 in Review

Boston Family Office sold out of Duke Energy (DUK) in Q2 2015, closing a stake of 3,283 shares — an estimated $252K sold.

Boston Family Office first reported a position in DUK in Q2 2013 and held it in 8 quarters. The position peaked at $338K in Q4 2013. 1,062 funds tracked by Wall St. Rank hold DUK as of Q2 2015.

  • Boston Family Office reported no remaining Duke Energy position as of Q2 2015 after selling out during the quarter.
  • Boston Family Office sold 3,283 Duke Energy shares in Q2 2015, an estimated $252K.
  • Boston Family Office first reported a position in Duke Energy in Q2 2013 and held it in 8 quarters.
  • Boston Family Office's Duke Energy position peaked at $338K in Q4 2013.
  • 1,062 funds tracked by Wall St. Rank held Duke Energy as of Q2 2015.

Based on Boston Family Office's 13F filing for Q2 2015, filed 7 Aug 2015.