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Stanford Investment Group’s Duke Energy DUK Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-400
Closed -$31K – 76
2016
Q4 		$31K Hold
400
– – 0.02% 189
2016
Q3 		$32K Hold
400
– – 0.02% 202
2016
Q2 		$34K Hold
400
– – 0.02% 185
2016
Q1 		$32K Hold
400
– – 0.02% 190
2015
Q4 		$29K Sell
400
-38
-9% -$2.67K 0.02% 184
2015
Q3 		$31K Buy
438
+1
+0.2% +$72 0.02% 170
2015
Q2 		$31K Hold
437
– – 0.02% 181
2015
Q1 		$34K Sell
437
-399
-48% -$32.4K 0.03% 170
2014
Q4 		$70K Buy
+836
New +$67.4K 0.06% 114

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stanford Investment Group's DUK Position: Q1 2017 in Review

Stanford Investment Group sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 400 shares — an estimated $31K sold.

Stanford Investment Group first reported a position in DUK in Q4 2014 and held it in 9 quarters. The position peaked at $70K in Q4 2014. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

  • Stanford Investment Group reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 400 Duke Energy shares in Q1 2017, an estimated $31K.
  • Stanford Investment Group first reported a position in Duke Energy in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Duke Energy position peaked at $70K in Q4 2014.
  • 1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.