Princeton Capital Management Inc’s Duke Energy DUK Stock Holding History

Princeton Capital Management Inc’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 Q3	$650K	Buy	7,740 +2,103	+37%	+$180K	0.33%	50
2017 Q2	$471K	Sell	5,637 -910	-14%	-$76.5K	0.3%	53
2017 Q1	$537K	Hold	6,547	–	–	0.34%	50
2016 Q4	$508K	Hold	6,547	–	–	0.34%	53
2016 Q3	$524K	Sell	6,547 -25	-0.4%	-$2.07K	0.34%	54
2016 Q2	$564K	Buy	6,572 +608	+10%	+$48.6K	0.39%	51
2016 Q1	$481K	Buy	5,964 +1,589	+36%	+$120K	0.33%	48
2015 Q4	$312K	Buy	4,375 +260	+6%	+$18.3K	0.22%	54
2015 Q3	$296K	Sell	4,115 -450	-10%	-$32.6K	0.18%	57
2015 Q2	$322K	Hold	4,565	–	–	0.17%	57
2015 Q1	$351K	Buy	4,565 +750	+20%	+$60.9K	0.18%	58
2014 Q4	$319K	Hold	3,815	–	–	0.18%	56
2014 Q3	$285K	Buy	+3,815	New	+$278K	0.18%	59

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Princeton Capital Management Inc's DUK Position: Q3 2017 in Review

Princeton Capital Management Inc increased its Duke Energy (DUK) stake by 37% in Q3 2017, buying an estimated $180K and bringing the position to 7,740 shares worth $650K. The position accounts for 0.33% of the portfolio, ranked #50.

Princeton Capital Management Inc first reported a position in DUK in Q3 2014 and has held it in 13 quarters since. 1,221 funds tracked by Wall St. Rank hold DUK as of Q3 2017.

Princeton Capital Management Inc held 7,740 shares of Duke Energy worth $650K as of Q3 2017.
Princeton Capital Management Inc bought 2,103 Duke Energy shares in Q3 2017, an estimated $180K.
Duke Energy made up 0.33% of Princeton Capital Management Inc's portfolio in Q3 2017, its #50 holding.
Princeton Capital Management Inc first reported a position in Duke Energy in Q3 2014 and has held it in 13 quarters since.
1,221 funds tracked by Wall St. Rank held Duke Energy as of Q3 2017.

Based on Princeton Capital Management Inc's 13F filing for Q3 2017, filed 3 Nov 2017.