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Signature Financial Management’s Duke Energy DUK Stock Holding History

Signature Financial Management’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
2018
Q4 		– Sell
-3,966
Closed -$317K – 139
2018
Q3 		$317K Buy
3,966
+166
+4% +$13.4K 0.06% 116
2018
Q2 		$301K Buy
+3,800
New +$292K 0.06% 121

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Signature Financial Management's DUK Position: Q4 2018 in Review

Signature Financial Management sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 3,966 shares — an estimated $317K sold.

Signature Financial Management first reported a position in DUK in Q2 2018 and held it in 2 quarters. The position peaked at $317K in Q3 2018. 1,407 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

  • Signature Financial Management reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 3,966 Duke Energy shares in Q4 2018, an estimated $317K.
  • Signature Financial Management first reported a position in Duke Energy in Q2 2018 and held it in 2 quarters.
  • Signature Financial Management's Duke Energy position peaked at $317K in Q3 2018.
  • 1,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.