J.P. Turner & Co Capital Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$375K Sell
5,189
-682
-12% -$49.4K 0.39% 89
2015
Q2
$424K Buy
+5,871
New +$444K 0.33% 107

Other funds holding DUK

J.P. Turner & Co Capital Management's DUK Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its Duke Energy (DUK) stake by 12% in Q3 2015, selling an estimated $49.4K and leaving 5,189 shares worth $375K. The position accounts for 0.39% of the portfolio, ranked #89.

J.P. Turner & Co Capital Management first reported a position in DUK in Q2 2015 and has held it in 2 quarters since. The position peaked at $424K in Q2 2015. 1,065 funds tracked by Wall St. Rank hold DUK as of Q3 2015.

  • J.P. Turner & Co Capital Management held 5,189 shares of Duke Energy worth $375K as of Q3 2015.
  • J.P. Turner & Co Capital Management sold 682 Duke Energy shares in Q3 2015, an estimated $49.4K.
  • Duke Energy made up 0.39% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #89 holding.
  • J.P. Turner & Co Capital Management first reported a position in Duke Energy in Q2 2015 and has held it in 2 quarters since.
  • J.P. Turner & Co Capital Management's Duke Energy position peaked at $424K in Q2 2015.
  • 1,065 funds tracked by Wall St. Rank held Duke Energy as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.