Ground Swell Capital’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$89K Buy
1,191
+401
+51% +$29.3K 0.17% 111
2014
Q2
$59K Buy
+790
New +$56.8K 0.11% 114

Other funds holding DUK

Ground Swell Capital's DUK Position: Q3 2014 in Review

Ground Swell Capital increased its Duke Energy (DUK) stake by 51% in Q3 2014, buying an estimated $29.3K and bringing the position to 1,191 shares worth $89K. The position accounts for 0.17% of the portfolio, ranked #111.

Ground Swell Capital first reported a position in DUK in Q2 2014 and has held it in 2 quarters since. 1,022 funds tracked by Wall St. Rank hold DUK as of Q3 2014.

  • Ground Swell Capital held 1,191 shares of Duke Energy worth $89K as of Q3 2014.
  • Ground Swell Capital bought 401 Duke Energy shares in Q3 2014, an estimated $29.3K.
  • Duke Energy made up 0.17% of Ground Swell Capital's portfolio in Q3 2014, its #111 holding.
  • Ground Swell Capital first reported a position in Duke Energy in Q2 2014 and has held it in 2 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Duke Energy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.