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Simmons First Trust’s Duke Energy DUK Stock Holding History

Simmons First Trust’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
Q4 		$1.29M Buy
18,136
+10,419
+135% +$733K 0.15% 127
2015
Q3 		$556K Sell
7,717
-721
-9% -$52.2K 0.14% 116
2015
Q2 		$596K Buy
8,438
+380
+5% +$28.7K 0.15% 112
2015
Q1 		$619K Buy
+8,058
New +$654K 0.15% 105

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Simmons First Trust's DUK Position: Q4 2015 in Review

Simmons First Trust increased its Duke Energy (DUK) stake by 135% in Q4 2015, buying an estimated $733K and bringing the position to 18,136 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #127.

Simmons First Trust first reported a position in DUK in Q1 2015 and has held it in 4 quarters since. 1,097 funds tracked by Wall St. Rank hold DUK as of Q4 2015.

  • Simmons First Trust held 18,136 shares of Duke Energy worth $1.29M as of Q4 2015.
  • Simmons First Trust bought 10,419 Duke Energy shares in Q4 2015, an estimated $733K.
  • Duke Energy made up 0.15% of Simmons First Trust's portfolio in Q4 2015, its #127 holding.
  • Simmons First Trust first reported a position in Duke Energy in Q1 2015 and has held it in 4 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Duke Energy as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.