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MU Investments Company’s Duke Energy DUK Stock Holding History

MU Investments Company’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
Q3 		– Sell
-1,500
Closed -$126K – 180
2016
Q2 		$126K Sell
1,500
-1,100
-42% -$87.9K 0.09% 137
2016
Q1 		$209K Buy
2,600
+920
+55% +$69.6K 0.13% 131
2015
Q4 		$121K Sell
1,680
-1,020
-38% -$71.7K 0.07% 187
2015
Q3 		$191K Buy
+2,700
New +$196K 0.1% 182

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MU Investments Company's DUK Position: Q3 2016 in Review

MU Investments Company sold out of Duke Energy (DUK) in Q3 2016, closing a stake of 1,500 shares — an estimated $126K sold.

MU Investments Company first reported a position in DUK in Q3 2015 and held it in 4 quarters. The position peaked at $209K in Q1 2016. 1,151 funds tracked by Wall St. Rank hold DUK as of Q3 2016.

  • MU Investments Company reported no remaining Duke Energy position as of Q3 2016 after selling out during the quarter.
  • MU Investments Company sold 1,500 Duke Energy shares in Q3 2016, an estimated $126K.
  • MU Investments Company first reported a position in Duke Energy in Q3 2015 and held it in 4 quarters.
  • MU Investments Company's Duke Energy position peaked at $209K in Q1 2016.
  • 1,151 funds tracked by Wall St. Rank held Duke Energy as of Q3 2016.

Based on MU Investments Company's 13F filing for Q3 2016, filed 26 Oct 2016.