Check Capital Management’s Duke Energy DUK Stock Holding History

Check 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 Q4	–	Sell	-2,799	Closed	-$224K	–	56
2016 Q3	$224K	Hold	2,799	–	–	0.02%	47
2016 Q2	$240K	Hold	2,799	–	–	0.02%	47
2016 Q1	$226K	Buy	+2,799	New	+$212K	0.02%	49
2015 Q4	–	Sell	-2,799	Closed	-$201K	–	53
2015 Q3	$201K	Buy	+2,799	New	+$203K	0.02%	49
2015 Q2	–	Sell	-2,799	Closed	-$215K	–	53
2015 Q1	$215K	Hold	2,799	–	–	0.02%	51
2014 Q4	$234K	Hold	2,799	–	–	0.03%	54
2014 Q3	$209K	Hold	2,799	–	–	0.02%	61
2014 Q2	$208K	Buy	+2,799	New	+$201K	0.03%	56

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return