FNBOMD
DUK icon

First National Bank of Mount Dora’s Duke Energy DUK Stock Holding History

First National Bank of Mount Dora’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
2013
Q4 		– Sell
-8,814
Closed -$589K – 101
2013
Q3 		$589K Sell
8,814
-1,282
-13% -$87.5K 0.43% 64
2013
Q2 		$682K Buy
+10,096
New +$714K 0.51% 60

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 $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First National Bank of Mount Dora's DUK Position: Q4 2013 in Review

First National Bank of Mount Dora sold out of Duke Energy (DUK) in Q4 2013, closing a stake of 8,814 shares — an estimated $589K sold.

First National Bank of Mount Dora first reported a position in DUK in Q2 2013 and held it in 2 quarters. The position peaked at $682K in Q2 2013. 1,002 funds tracked by Wall St. Rank hold DUK as of Q4 2013.

  • First National Bank of Mount Dora reported no remaining Duke Energy position as of Q4 2013 after selling out during the quarter.
  • First National Bank of Mount Dora sold 8,814 Duke Energy shares in Q4 2013, an estimated $589K.
  • First National Bank of Mount Dora first reported a position in Duke Energy in Q2 2013 and held it in 2 quarters.
  • First National Bank of Mount Dora's Duke Energy position peaked at $682K in Q2 2013.
  • 1,002 funds tracked by Wall St. Rank held Duke Energy as of Q4 2013.

Based on First National Bank of Mount Dora's 13F filing for Q4 2013, filed 28 Feb 2014.