NEXT Financial Holdings’s Duke Energy DUK Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$373K	Buy	+4,143	New	+$365K	0.09%	189

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NEXT Financial Holdings's DUK Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Duke Energy (DUK) in Q1 2019: 4,143 shares worth $373K. The stake represents 0.09% of the portfolio and ranks #189 among its holdings.

1,462 funds tracked by Wall St. Rank hold DUK as of Q1 2019.

NEXT Financial Holdings held 4,143 shares of Duke Energy worth $373K as of Q1 2019.
Duke Energy was a new NEXT Financial Holdings position in Q1 2019.
Duke Energy made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #189 holding.
1,462 funds tracked by Wall St. Rank held Duke Energy as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.