Pekin Hardy Strauss’s Duke Energy DUK Stock Holding History

Pekin Hardy Strauss’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	-2,869	Closed	-$246K	–	165
2016 Q2	$246K	Sell	2,869 -166	-5%	-$13.3K	0.05%	139
2016 Q1	$245K	Hold	3,035	–	–	0.06%	138
2015 Q4	$217K	Hold	3,035	–	–	0.05%	150
2015 Q3	$218K	Sell	3,035 -568	-16%	-$41.1K	0.05%	139
2015 Q2	$254K	Sell	3,603 -100	-3%	-$7.56K	0.05%	137
2015 Q1	$284K	Buy	3,703 +167	+5%	+$13.6K	0.05%	124
2014 Q4	$295K	Sell	3,536 -166	-4%	-$13.4K	0.04%	196
2014 Q3	$277K	Sell	3,702 -400	-10%	-$29.2K	0.05%	108
2014 Q2	$304K	Hold	4,102	–	–	0.05%	104
2014 Q1	$292K	Sell	4,102 -333	-8%	-$23.2K	0.05%	103
2013 Q4	$306K	Sell	4,435 -166	-4%	-$11.6K	0.05%	100
2013 Q3	$307K	Hold	4,601	–	–	0.05%	101
2013 Q2	$311K	Buy	+4,601	New	+$325K	0.05%	98

Other funds holding DUK

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pekin Hardy Strauss's DUK Position: Q3 2016 in Review

Pekin Hardy Strauss sold out of Duke Energy (DUK) in Q3 2016, closing a stake of 2,869 shares — an estimated $246K sold.

Pekin Hardy Strauss first reported a position in DUK in Q2 2013 and held it in 13 quarters. The position peaked at $311K in Q2 2013. 1,151 funds tracked by Wall St. Rank hold DUK as of Q3 2016.

Pekin Hardy Strauss reported no remaining Duke Energy position as of Q3 2016 after selling out during the quarter.
Pekin Hardy Strauss sold 2,869 Duke Energy shares in Q3 2016, an estimated $246K.
Pekin Hardy Strauss first reported a position in Duke Energy in Q2 2013 and held it in 13 quarters.
Pekin Hardy Strauss's Duke Energy position peaked at $311K in Q2 2013.
1,151 funds tracked by Wall St. Rank held Duke Energy as of Q3 2016.

Based on Pekin Hardy Strauss's 13F filing for Q3 2016, filed 31 Oct 2016.