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Stancorp Investment Advisers’s Duke Energy DUK Stock Holding History

Stancorp Investment Advisers’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
Q1 		$38K Buy
493
+20
+4% +$1.62K 0.02% 310
2014
Q4 		$40K Buy
+473
New +$38.1K 0.02% 283

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stancorp Investment Advisers's DUK Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Duke Energy (DUK) stake by 4.2% in Q1 2015, buying an estimated $1.62K and bringing the position to 493 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #310.

Stancorp Investment Advisers first reported a position in DUK in Q4 2014 and has held it in 2 quarters since. The position peaked at $40K in Q4 2014. 1,085 funds tracked by Wall St. Rank hold DUK as of Q1 2015.

  • Stancorp Investment Advisers held 493 shares of Duke Energy worth $38K as of Q1 2015.
  • Stancorp Investment Advisers bought 20 Duke Energy shares in Q1 2015, an estimated $1.62K.
  • Duke Energy made up 0.02% of Stancorp Investment Advisers's portfolio in Q1 2015, its #310 holding.
  • Stancorp Investment Advisers first reported a position in Duke Energy in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Duke Energy position peaked at $40K in Q4 2014.
  • 1,085 funds tracked by Wall St. Rank held Duke Energy as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.