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Summit Financial Wealth Advisors’s Duke Energy DUK Stock Holding History

Summit Financial Wealth Advisors’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
Q3 		– Sell
-749
Closed -$52K – 227
2015
Q2 		$52K Buy
749
+599
+399% +$45.3K 0.03% 140
2015
Q1 		$11K Hold
150
– – 0.01% 196
2014
Q4 		$13K Buy
+150
New +$12.1K 0.01% 194

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Summit Financial Wealth Advisors's DUK Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Duke Energy (DUK) in Q3 2015, closing a stake of 749 shares — an estimated $52K sold.

Summit Financial Wealth Advisors first reported a position in DUK in Q4 2014 and held it in 3 quarters. The position peaked at $52K in Q2 2015. 1,065 funds tracked by Wall St. Rank hold DUK as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Duke Energy position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 749 Duke Energy shares in Q3 2015, an estimated $52K.
  • Summit Financial Wealth Advisors first reported a position in Duke Energy in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Duke Energy position peaked at $52K in Q2 2015.
  • 1,065 funds tracked by Wall St. Rank held Duke Energy as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.