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Ruane, Cunniff & Goldfarb’s Duke Energy DUK Stock Holding History

Ruane, Cunniff & Goldfarb’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
2015
Q2 		– Sell
-2,640
Closed -$203K – 150
2015
Q1 		$203K Buy
2,640
+130
+5% +$10.6K ﹤0.01% 151
2014
Q4 		$210K Buy
+2,510
New +$202K ﹤0.01% 152
2013
Q3 		– Sell
-2,964
Closed -$200K – 149
2013
Q2 		$200K Buy
+2,964
New +$209K ﹤0.01% 142

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's DUK Position: Q2 2015 in Review

Ruane, Cunniff & Goldfarb sold out of Duke Energy (DUK) in Q2 2015, closing a stake of 2,640 shares — an estimated $203K sold.

Ruane, Cunniff & Goldfarb first reported a position in DUK in Q2 2013 and held it in 3 quarters. The position peaked at $210K in Q4 2014. 1,062 funds tracked by Wall St. Rank hold DUK as of Q2 2015.

  • Ruane, Cunniff & Goldfarb reported no remaining Duke Energy position as of Q2 2015 after selling out during the quarter.
  • Ruane, Cunniff & Goldfarb sold 2,640 Duke Energy shares in Q2 2015, an estimated $203K.
  • Ruane, Cunniff & Goldfarb first reported a position in Duke Energy in Q2 2013 and held it in 3 quarters.
  • Ruane, Cunniff & Goldfarb's Duke Energy position peaked at $210K in Q4 2014.
  • 1,062 funds tracked by Wall St. Rank held Duke Energy as of Q2 2015.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q2 2015, filed 14 Aug 2015.