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Peachtree Investment Advisors’s Duke Energy DUK Stock Holding History

Peachtree Investment Advisors’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
-4,197
Closed -$326K – 84
2016
Q4 		$326K Buy
+4,197
New +$321K 0.32% 71
2015
Q4 		– Sell
-4,005
Closed -$288K – 96
2015
Q3 		$288K Buy
4,005
+41
+1% +$2.97K 0.3% 87
2015
Q2 		$280K Sell
3,964
-78
-2% -$5.89K 0.21% 104
2015
Q1 		$310K Buy
4,042
+36
+0.9% +$2.92K 0.22% 103
2014
Q4 		$335K Buy
4,006
+32
+0.8% +$2.58K 0.22% 108
2014
Q3 		$297K Sell
3,974
-1,513
-28% -$110K 0.2% 114
2014
Q2 		$407K Sell
5,487
-696
-11% -$50.1K 0.27% 89
2014
Q1 		$440K Buy
6,183
+35
+0.6% +$2.44K 0.3% 90
2013
Q4 		$424K Buy
+6,148
New +$430K 0.29% 91

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

Peachtree Investment Advisors's DUK Position: Q1 2017 in Review

Peachtree Investment Advisors sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 4,197 shares — an estimated $326K sold.

Peachtree Investment Advisors first reported a position in DUK in Q4 2013 and held it in 9 quarters. The position peaked at $440K in Q1 2014. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • Peachtree Investment Advisors reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • Peachtree Investment Advisors sold 4,197 Duke Energy shares in Q1 2017, an estimated $326K.
  • Peachtree Investment Advisors first reported a position in Duke Energy in Q4 2013 and held it in 9 quarters.
  • Peachtree Investment Advisors's Duke Energy position peaked at $440K in Q1 2014.
  • 1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on Peachtree Investment Advisors's 13F filing for Q1 2017, filed 6 Apr 2017.