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Gupta Wealth Management’s Duke Energy DUK Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$47K Sell
588
-67
-10% -$5.07K 0.01% 451
2015
Q4 		$47K Sell
655
-424
-39% -$29.8K 0.01% 443
2015
Q3 		$78K Buy
1,079
+160
+17% +$11.6K 0.02% 374
2015
Q2 		$65K Buy
919
+110
+14% +$8.31K 0.02% 413
2015
Q1 		$62K Buy
+809
New +$65.7K 0.02% 370

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 18.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's DUK Position: Q1 2016 in Review

Gupta Wealth Management reduced its Duke Energy (DUK) stake by 10% in Q1 2016, selling an estimated $5.07K and leaving 588 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #451.

Gupta Wealth Management first reported a position in DUK in Q1 2015 and has held it in 5 quarters since. The position peaked at $78K in Q3 2015. 1,136 funds tracked by Wall St. Rank hold DUK as of Q1 2016.

  • Gupta Wealth Management held 588 shares of Duke Energy worth $47K as of Q1 2016.
  • Gupta Wealth Management sold 67 Duke Energy shares in Q1 2016, an estimated $5.07K.
  • Duke Energy made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #451 holding.
  • Gupta Wealth Management first reported a position in Duke Energy in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Duke Energy position peaked at $78K in Q3 2015.
  • 1,136 funds tracked by Wall St. Rank held Duke Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.