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Madison Scottsdale’s Duke Energy DUK Stock Holding History

Madison Scottsdale’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
2013
Q4 		– Sell
-638
Closed -$43K – 35
2013
Q3 		$43K Hold
638
– – 0.04% 57
2013
Q2 		$43K Buy
+638
New +$45.1K 0.04% 81

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Madison Scottsdale's DUK Position: Q4 2013 in Review

Madison Scottsdale sold out of Duke Energy (DUK) in Q4 2013, closing a stake of 638 shares — an estimated $43K sold.

Madison Scottsdale first reported a position in DUK in Q2 2013 and held it in 2 quarters. The position peaked at $43K in Q3 2013. 1,002 funds tracked by Wall St. Rank hold DUK as of Q4 2013.

  • Madison Scottsdale reported no remaining Duke Energy position as of Q4 2013 after selling out during the quarter.
  • Madison Scottsdale sold 638 Duke Energy shares in Q4 2013, an estimated $43K.
  • Madison Scottsdale first reported a position in Duke Energy in Q2 2013 and held it in 2 quarters.
  • Madison Scottsdale's Duke Energy position peaked at $43K in Q3 2013.
  • 1,002 funds tracked by Wall St. Rank held Duke Energy as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.