Steven Check’s Duke Energy DUK Stock Holding History

Steven Check’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
2016 Q4	–	Sell	-2,799	Closed	-$224K	–	56
2016 Q3	$224K	Hold	2,799	–	–	0.02%	47
2016 Q2	$240K	Hold	2,799	–	–	0.02%	47
2016 Q1	$226K	Buy	+2,799	New	+$212K	0.02%	49
2015 Q4	–	Sell	-2,799	Closed	-$201K	–	53
2015 Q3	$201K	Buy	+2,799	New	+$203K	0.02%	49
2015 Q2	–	Sell	-2,799	Closed	-$215K	–	53
2015 Q1	$215K	Hold	2,799	–	–	0.02%	51
2014 Q4	$234K	Hold	2,799	–	–	0.02%	54
2014 Q3	$209K	Hold	2,799	–	–	0.02%	61
2014 Q2	$208K	Buy	+2,799	New	+$201K	0.02%	56

Other funds holding DUK

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steven Check's DUK Position: Q4 2016 in Review

Steven Check sold out of Duke Energy (DUK) in Q4 2016, closing a stake of 2,799 shares — an estimated $224K sold.

Steven Check first reported a position in DUK in Q2 2014 and held it in 8 quarters. The position peaked at $240K in Q2 2016. 1,210 funds tracked by Wall St. Rank hold DUK as of Q4 2016.

Steven Check reported no remaining Duke Energy position as of Q4 2016 after selling out during the quarter.
Steven Check sold 2,799 Duke Energy shares in Q4 2016, an estimated $224K.
Steven Check first reported a position in Duke Energy in Q2 2014 and held it in 8 quarters.
Steven Check's Duke Energy position peaked at $240K in Q2 2016.
1,210 funds tracked by Wall St. Rank held Duke Energy as of Q4 2016.

Based on Check Capital Management's 13F filing for Q4 2016, filed 27 Jan 2017.