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Independent Portfolio Consultants’s Duke Energy DUK Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-6
Closed – – 830
2016
Q4 		$0 Buy
+6
New +$460 ﹤0.01% 824
2015
Q2 		– Sell
-76
Closed -$6K – 905
2015
Q1 		$6K Buy
+76
New +$6.17K ﹤0.01% 754

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Portfolio Consultants's DUK Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 6 shares.

Independent Portfolio Consultants first reported a position in DUK in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2015. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 6 Duke Energy shares in Q1 2017.
  • Independent Portfolio Consultants first reported a position in Duke Energy in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Duke Energy position peaked at $6K in Q1 2015.
  • 1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.