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Parasol Investment Management’s Duke Energy DUK Stock Holding History

Parasol Investment Management’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
2017
Q1 		– Sell
-1,465
Closed -$114K – 104
2016
Q4 		$114K Sell
1,465
-350
-19% -$26.8K 0.12% 79
2016
Q3 		$145K Hold
1,815
– – 0.15% 71
2016
Q2 		$156K Buy
1,815
+50
+3% +$4K 0.16% 66
2016
Q1 		$142K Hold
1,765
– – 0.14% 62
2015
Q4 		$126K Sell
1,765
-100
-5% -$7.03K 0.12% 60
2015
Q3 		$134K Sell
1,865
-156
-8% -$11.3K 0.12% 61
2015
Q2 		$143K Buy
2,021
+370
+22% +$28K 0.1% 69
2015
Q1 		$127K Sell
1,651
-703
-30% -$57.1K 0.08% 71
2014
Q4 		$197K Hold
2,354
– – 0.14% 62
2014
Q3 		$176K Hold
2,354
– – 0.12% 59
2014
Q2 		$175K Buy
2,354
+1,470
+166% +$106K 0.12% 58
2014
Q1 		$63K Hold
884
– – 0.04% 70
2013
Q4 		$61K Buy
+884
New +$61.9K 0.04% 69

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parasol Investment Management's DUK Position: Q1 2017 in Review

Parasol Investment Management sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 1,465 shares — an estimated $114K sold.

Parasol Investment Management first reported a position in DUK in Q4 2013 and held it in 13 quarters. The position peaked at $197K in Q4 2014. 1,212 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • Parasol Investment Management reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 1,465 Duke Energy shares in Q1 2017, an estimated $114K.
  • Parasol Investment Management first reported a position in Duke Energy in Q4 2013 and held it in 13 quarters.
  • Parasol Investment Management's Duke Energy position peaked at $197K in Q4 2014.
  • 1,212 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.