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Founders Bank & Trust’s Duke Energy DUK Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$17K Hold
204
– – 0.01% 259
2014
Q3 		$15K Hold
204
– – 0.01% 266
2014
Q2 		$15K Hold
204
– – 0.01% 265
2014
Q1 		$15K Hold
204
– – 0.01% 261
2013
Q4 		$14K Hold
204
– – 0.01% 291
2013
Q3 		$14K Sell
204
-223
-52% -$15.2K 0.01% 252
2013
Q2 		$29K Buy
+427
New +$30.2K 0.02% 174

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Founders Bank & Trust's DUK Position: Q4 2014 in Review

Founders Bank & Trust held its Duke Energy (DUK) position steady in Q4 2014 at 204 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #259.

Founders Bank & Trust first reported a position in DUK in Q2 2013 and has held it in 7 quarters since. The position peaked at $29K in Q2 2013. 1,094 funds tracked by Wall St. Rank hold DUK as of Q4 2014.

  • Founders Bank & Trust held 204 shares of Duke Energy worth $17K as of Q4 2014.
  • Founders Bank & Trust left its Duke Energy share count unchanged in Q4 2014.
  • Duke Energy made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #259 holding.
  • Founders Bank & Trust first reported a position in Duke Energy in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Duke Energy position peaked at $29K in Q2 2013.
  • 1,094 funds tracked by Wall St. Rank held Duke Energy as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.