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Longer Investments’s Duke Energy DUK Stock Holding History

Longer Investments’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
Q4 		– Sell
-38,530
Closed -$2.88M – 43
2014
Q3 		$2.88M Buy
+38,530
New +$2.81M 2.33% 13

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Longer Investments's DUK Position: Q4 2014 in Review

Longer Investments sold out of Duke Energy (DUK) in Q4 2014, closing a stake of 38,530 shares — an estimated $2.88M sold.

Longer Investments first reported a position in DUK in Q3 2014 and held it in 1 quarter. The position peaked at $2.88M in Q3 2014. 1,094 funds tracked by Wall St. Rank hold DUK as of Q4 2014.

  • Longer Investments reported no remaining Duke Energy position as of Q4 2014 after selling out during the quarter.
  • Longer Investments sold 38,530 Duke Energy shares in Q4 2014, an estimated $2.88M.
  • Longer Investments first reported a position in Duke Energy in Q3 2014 and held it in 1 quarter.
  • Longer Investments's Duke Energy position peaked at $2.88M in Q3 2014.
  • 1,094 funds tracked by Wall St. Rank held Duke Energy as of Q4 2014.

Based on Longer Investments's 13F filing for Q4 2014, filed 23 Jan 2015.