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Madden Advisory Services’s Duke Energy DUK Stock Holding History

Madden Advisory Services’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
-196
Closed -$14K – 374
2013
Q4 		$14K Hold
196
– – 0.01% 214
2013
Q3 		$13K Hold
196
– – 0.01% 196
2013
Q2 		$13K Buy
+196
New +$13.9K 0.01% 202

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

Madden Advisory Services's DUK Position: Q1 2014 in Review

Madden Advisory Services sold out of Duke Energy (DUK) in Q1 2014, closing a stake of 196 shares — an estimated $14K sold.

Madden Advisory Services first reported a position in DUK in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q4 2013. 1,019 funds tracked by Wall St. Rank hold DUK as of Q1 2014.

  • Madden Advisory Services reported no remaining Duke Energy position as of Q1 2014 after selling out during the quarter.
  • Madden Advisory Services sold 196 Duke Energy shares in Q1 2014, an estimated $14K.
  • Madden Advisory Services first reported a position in Duke Energy in Q2 2013 and held it in 3 quarters.
  • Madden Advisory Services's Duke Energy position peaked at $14K in Q4 2013.
  • 1,019 funds tracked by Wall St. Rank held Duke Energy as of Q1 2014.

Based on Madden Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.