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Signator Financial Services’s Duke Energy DUK Stock Holding History

Signator Financial Services’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
Q3 		$34K Buy
509
+374
+277% +$25.5K 0.03% 127
2013
Q2 		$9K Buy
+135
New +$9.54K 0.01% 200

Other funds holding DUK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signator Financial Services's DUK Position: Q3 2013 in Review

Signator Financial Services increased its Duke Energy (DUK) stake by 277% in Q3 2013, buying an estimated $25.5K and bringing the position to 509 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #127.

Signator Financial Services first reported a position in DUK in Q2 2013 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold DUK as of Q3 2013.

  • Signator Financial Services held 509 shares of Duke Energy worth $34K as of Q3 2013.
  • Signator Financial Services bought 374 Duke Energy shares in Q3 2013, an estimated $25.5K.
  • Duke Energy made up 0.03% of Signator Financial Services's portfolio in Q3 2013, its #127 holding.
  • Signator Financial Services first reported a position in Duke Energy in Q2 2013 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held Duke Energy as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.