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D. Scott Neal’s Duke Energy DUK Stock Holding History

D. Scott Neal’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
-34
Closed -$3K – 165
2016
Q4 		$3K Sell
34
-220
-87% -$16.9K ﹤0.01% 143
2016
Q3 		$20K Buy
254
+2
+0.8% +$166 0.02% 95
2016
Q2 		$22K Buy
252
+2
+0.8% +$160 0.02% 89
2016
Q1 		$20K Buy
250
+25
+11% +$1.89K 0.02% 84
2015
Q4 		$16K Buy
+225
New +$15.8K 0.01% 88

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

D. Scott Neal's DUK Position: Q1 2017 in Review

D. Scott Neal sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 34 shares — an estimated $3K sold.

D. Scott Neal first reported a position in DUK in Q4 2015 and held it in 5 quarters. The position peaked at $22K in Q2 2016. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • D. Scott Neal reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • D. Scott Neal sold 34 Duke Energy shares in Q1 2017, an estimated $3K.
  • D. Scott Neal first reported a position in Duke Energy in Q4 2015 and held it in 5 quarters.
  • D. Scott Neal's Duke Energy position peaked at $22K in Q2 2016.
  • 1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on D. Scott Neal's 13F filing for Q1 2017, filed 25 Apr 2017.