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Kelman-Lazarov Inc’s Duke Energy DUK Stock Holding History

Kelman-Lazarov Inc’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
Q2 		– Sell
-400
Closed -$32K – 379
2016
Q1 		$32K Buy
+400
New +$30.3K 0.02% 213

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kelman-Lazarov Inc's DUK Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of Duke Energy (DUK) in Q2 2016, closing a stake of 400 shares — an estimated $32K sold.

Kelman-Lazarov Inc first reported a position in DUK in Q1 2016 and held it in 1 quarter. The position peaked at $32K in Q1 2016. 1,163 funds tracked by Wall St. Rank hold DUK as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining Duke Energy position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Duke Energy shares in Q2 2016, an estimated $32K.
  • Kelman-Lazarov Inc first reported a position in Duke Energy in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Duke Energy position peaked at $32K in Q1 2016.
  • 1,163 funds tracked by Wall St. Rank held Duke Energy as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.