Gary Goldberg Planning Services’s Duke Energy DUK Stock Holding History

Gary Goldberg Planning Services’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	$2.35M	Sell	28,140 -36,491	-56%	-$2.94M	0.99%	29
2014 Q3	$4.83M	Sell	64,631 -15,637	-19%	-$1.14M	2.01%	17
2014 Q2	$5.96M	Sell	80,268 -9,637	-11%	-$693K	2.62%	11
2014 Q1	$6.4M	Buy	89,905 +1,379	+2%	+$96.1K	3.13%	8
2013 Q4	$6.11M	Buy	88,526 +14,448	+20%	+$1.01M	3.55%	8
2013 Q3	$4.95M	Buy	74,078 +5,726	+8%	+$391K	3%	9
2013 Q2	$4.61M	Buy	+68,352	New	+$4.83M	2.95%	10

Other funds holding DUK

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's DUK Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Duke Energy (DUK) stake by 56% in Q4 2014, selling an estimated $2.94M and leaving 28,140 shares worth $2.35M. The position accounts for 0.99% of the portfolio, ranked #29.

Gary Goldberg Planning Services first reported a position in DUK in Q2 2013 and has held it in 7 quarters since. The position peaked at $6.4M in Q1 2014. 1,093 funds tracked by Wall St. Rank hold DUK as of Q4 2014.

Gary Goldberg Planning Services held 28,140 shares of Duke Energy worth $2.35M as of Q4 2014.
Gary Goldberg Planning Services sold 36,491 Duke Energy shares in Q4 2014, an estimated $2.94M.
Duke Energy made up 0.99% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #29 holding.
Gary Goldberg Planning Services first reported a position in Duke Energy in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Duke Energy position peaked at $6.4M in Q1 2014.
1,093 funds tracked by Wall St. Rank held Duke Energy as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.