Rushmore Investment Advisors’s Duke Energy DUK Stock Holding History

Rushmore 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
2013 Q2	$294K	Buy	+4,355	New	+$308K	0.06%	176

Other funds holding DUK

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

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

Rushmore Investment Advisors's DUK Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Duke Energy (DUK) in Q2 2013: 4,355 shares worth $294K. The stake represents 0.06% of the portfolio and ranks #176 among its holdings.

920 funds tracked by Wall St. Rank hold DUK as of Q2 2013.

Rushmore Investment Advisors held 4,355 shares of Duke Energy worth $294K as of Q2 2013.
Duke Energy was a new Rushmore Investment Advisors position in Q2 2013.
Duke Energy made up 0.06% of Rushmore Investment Advisors's portfolio in Q2 2013, its #176 holding.
920 funds tracked by Wall St. Rank held Duke Energy as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.