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Keystone Financial Planning’s Duke Energy DUK Stock Holding History

Keystone Financial Planning’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
-166
Closed -$11K – 63
2013
Q4 		$11K Buy
+166
New +$11.6K 0.01% 79

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 $3.38T AUM 44.17% 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

Keystone Financial Planning's DUK Position: Q1 2014 in Review

Keystone Financial Planning sold out of Duke Energy (DUK) in Q1 2014, closing a stake of 166 shares — an estimated $11K sold.

Keystone Financial Planning first reported a position in DUK in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 1,019 funds tracked by Wall St. Rank hold DUK as of Q1 2014.

  • Keystone Financial Planning reported no remaining Duke Energy position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 166 Duke Energy shares in Q1 2014, an estimated $11K.
  • Keystone Financial Planning first reported a position in Duke Energy in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Duke Energy position peaked at $11K in Q4 2013.
  • 1,019 funds tracked by Wall St. Rank held Duke Energy as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.