Credential Securities’s Duke Energy DUK Stock Holding History

Credential Securities’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
2018 Q2	$711K	Buy	8,986 +1,921	+27%	+$148K	0.16%	92
2018 Q1	$547K	Buy	7,065 +2,372	+51%	+$183K	0.13%	115
2017 Q4	$395K	Sell	4,693 -64	-1%	-$5.59K	0.1%	138
2017 Q3	$399K	Sell	4,757 -26	-0.5%	-$2.23K	0.11%	137
2017 Q2	$402K	Sell	4,783 -128	-3%	-$10.8K	0.12%	131
2017 Q1	$403K	Sell	4,911 -29	-0.6%	-$2.31K	0.14%	132
2016 Q4	$383K	Sell	4,940 -165	-3%	-$12.6K	0.15%	129
2016 Q3	$409K	Buy	5,105 +7	+0.1%	+$580	0.19%	126
2016 Q2	$437K	Sell	5,098 -31	-0.6%	-$2.48K	0.23%	118
2016 Q1	$414K	Sell	5,129 -10	-0.2%	-$757	0.24%	118
2015 Q4	$367K	Buy	5,139 +128	+3%	+$9K	0.24%	112
2015 Q3	$360K	Buy	5,011 +46	+0.9%	+$3.33K	0.25%	109
2015 Q2	$350K	Buy	4,965 +90	+2%	+$6.8K	0.22%	112
2015 Q1	$374K	Buy	4,875 +184	+4%	+$14.9K	0.24%	109
2014 Q4	$392K	Buy	4,691 +101	+2%	+$8.14K	0.25%	103
2014 Q3	$340K	Buy	4,590 +241	+6%	+$17.6K	0.23%	113
2014 Q2	$323K	Buy	+4,349	New	+$313K	0.21%	112

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Credential Securities's DUK Position: Q2 2018 in Review

Credential Securities increased its Duke Energy (DUK) stake by 27% in Q2 2018, buying an estimated $148K and bringing the position to 8,986 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #92.

Credential Securities first reported a position in DUK in Q2 2014 and has held it in 17 quarters since. 1,354 funds tracked by Wall St. Rank hold DUK as of Q2 2018.

Credential Securities held 8,986 shares of Duke Energy worth $711K as of Q2 2018.
Credential Securities bought 1,921 Duke Energy shares in Q2 2018, an estimated $148K.
Duke Energy made up 0.16% of Credential Securities's portfolio in Q2 2018, its #92 holding.
Credential Securities first reported a position in Duke Energy in Q2 2014 and has held it in 17 quarters since.
1,354 funds tracked by Wall St. Rank held Duke Energy as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.