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Jamison Eaton & Wood’s Duke Energy DUK Stock Holding History

Jamison Eaton & Wood’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
Q1 		– Sell
-4,037
Closed -$279K – 112
2013
Q4 		$279K Hold
4,037
– – 0.07% 100
2013
Q3 		$270K Buy
4,037
+150
+4% +$10.2K 0.07% 98
2013
Q2 		$262K Buy
+3,887
New +$275K 0.08% 99

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jamison Eaton & Wood's DUK Position: Q1 2014 in Review

Jamison Eaton & Wood sold out of Duke Energy (DUK) in Q1 2014, closing a stake of 4,037 shares — an estimated $279K sold.

Jamison Eaton & Wood first reported a position in DUK in Q2 2013 and held it in 3 quarters. The position peaked at $279K in Q4 2013. 1,019 funds tracked by Wall St. Rank hold DUK as of Q1 2014.

  • Jamison Eaton & Wood reported no remaining Duke Energy position as of Q1 2014 after selling out during the quarter.
  • Jamison Eaton & Wood sold 4,037 Duke Energy shares in Q1 2014, an estimated $279K.
  • Jamison Eaton & Wood first reported a position in Duke Energy in Q2 2013 and held it in 3 quarters.
  • Jamison Eaton & Wood's Duke Energy position peaked at $279K in Q4 2013.
  • 1,019 funds tracked by Wall St. Rank held Duke Energy as of Q1 2014.

Based on Jamison Eaton & Wood's 13F filing for Q1 2014, filed 28 Apr 2014.