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Stifel Nicolaus & Co’s Duke Energy DUK Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$22.1M Buy
331,173
+20,357
+7% +$1.39M 0.37% 75
2013
Q2 		$21M Buy
+310,816
New +$22M 0.38% 67

Other funds holding DUK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Nicolaus & Co's DUK Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Duke Energy (DUK) stake by 6.5% in Q3 2013, buying an estimated $1.39M and bringing the position to 331,173 shares worth $22.1M. The position accounts for 0.37% of the portfolio, ranked #75.

Stifel Nicolaus & Co first reported a position in DUK in Q2 2013 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold DUK as of Q3 2013.

  • Stifel Nicolaus & Co held 331,173 shares of Duke Energy worth $22.1M as of Q3 2013.
  • Stifel Nicolaus & Co bought 20,357 Duke Energy shares in Q3 2013, an estimated $1.39M.
  • Duke Energy made up 0.37% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #75 holding.
  • Stifel Nicolaus & Co first reported a position in Duke Energy in Q2 2013 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held Duke Energy as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.