Spot Trading’s Duke Energy DUK Stock Holding History

Spot Trading’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
2017 Q3	–	Hold	0	–	–	–	3228
2017 Q2	–	Hold	0	–	–	–	3315
2017 Q1	–	Hold	0	–	–	–	3111
2016 Q4	–	Hold	0	–	–	–	2960
2016 Q3	–	Hold	0	–	–	–	3272
2016 Q2	–	Sell	-12,712	Closed	-$1.02M	–	3515
2016 Q1	$1.03M	Sell	12,712 -4,915	-28%	-$372K	0.14%	1087
2015 Q4	$1.26M	Sell	17,627 -2,402	-12%	-$169K	0.09%	1298
2015 Q3	$1.44M	Buy	20,029 +16,996	+560%	+$1.23M	0.09%	1310
2015 Q2	$214K	Sell	3,033 -16,075	-84%	-$1.21M	0.01%	2673
2015 Q1	$1.47M	Buy	19,108 +18,530	+3,206%	+$1.5M	0.09%	1323
2014 Q4	$48K	Sell	578 -3,153	-85%	-$254K	﹤0.01%	3452
2014 Q3	$279K	Sell	3,731 -38,508	-91%	-$2.81M	0.01%	2954
2014 Q2	$3.13M	Sell	42,239 -29,603	-41%	-$2.13M	0.11%	1284
2014 Q1	$5.12M	Sell	71,842 -9,011	-11%	-$628K	0.2%	838
2013 Q4	$5.58M	Sell	80,853 -1,963	-2%	-$137K	0.21%	784
2013 Q3	$5.53M	Buy	82,816 +20,444	+33%	+$1.39M	0.29%	660
2013 Q2	$4.21M	Buy	+62,372	New	+$4.41M	0.23%	823

Other funds holding DUK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return