SEI Trust Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.88M | Sell |
51,872
-8,676
| -14% | -$649K | 0.04% | 469 |
|
|
2014
Q2 | $4.49M | Buy |
60,548
+27,331
| +82% | +$2.03M | 0.04% | 447 |
|
|
2014
Q1 | $2.37M | Sell |
33,217
-19,537
| -37% | -$1.39M | 0.02% | 611 |
|
|
2013
Q4 | $3.64M | Buy |
52,754
+24,057
| +84% | +$1.66M | 0.03% | 512 |
|
|
2013
Q3 | $1.92M | Buy |
28,697
+5,750
| +25% | +$384K | 0.02% | 670 |
|
|
2013
Q2 | $1.55M | Buy |
+22,947
| New | +$1.55M | 0.02% | 630 |
|