FLC
DUK icon

Francis L. Coolidge’s Duke Energy DUK Stock Holding History

Francis L. Coolidge’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
Q2 		$139K Buy
+2,067
New +$146K 0.17% 119

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Francis L. Coolidge's DUK Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Duke Energy (DUK) in Q2 2013: 2,067 shares worth $139K. The stake represents 0.17% of the portfolio and ranks #119 among its holdings.

920 funds tracked by Wall St. Rank hold DUK as of Q2 2013.

  • Francis L. Coolidge held 2,067 shares of Duke Energy worth $139K as of Q2 2013.
  • Duke Energy was a new Francis L. Coolidge position in Q2 2013.
  • Duke Energy made up 0.17% of Francis L. Coolidge's portfolio in Q2 2013, its #119 holding.
  • 920 funds tracked by Wall St. Rank held Duke Energy as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.