UBWV
DUK icon

United Bank (West Virginia)’s Duke Energy DUK Stock Holding History

United Bank (West Virginia)’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
Q3 		$531K Hold
6,339
– – 0.21% 59
2017
Q2 		$530K Hold
6,339
– – 0.22% 57
2017
Q1 		$520K Sell
6,339
-76
-1% -$6.04K 0.23% 58
2016
Q4 		$499K Hold
6,415
– – 0.22% 60
2016
Q3 		$514K Buy
6,415
+555
+9% +$46K 0.24% 57
2016
Q2 		$502K Sell
5,860
-256
-4% -$20.5K 0.23% 56
2016
Q1 		$493K Buy
6,116
+850
+16% +$64.3K 0.23% 58
2015
Q4 		$376K Buy
5,266
+666
+14% +$46.8K 0.18% 63
2015
Q3 		$331K Buy
4,600
+435
+10% +$31.5K 0.17% 67
2015
Q2 		$295K Sell
4,165
-1,444
-26% -$109K 0.13% 83
2015
Q1 		$431K Hold
5,609
– – 0.18% 58
2014
Q4 		$469K Sell
5,609
-220
-4% -$17.7K 0.17% 60
2014
Q3 		$436K Sell
5,829
-25
-0.4% -$1.82K 0.16% 63
2014
Q2 		$434K Hold
5,854
– – 0.16% 66
2014
Q1 		$417K Buy
5,854
+25
+0.4% +$1.74K 0.16% 63
2013
Q4 		$402K Sell
5,829
-357
-6% -$25K 0.16% 68
2013
Q3 		$412K Sell
6,186
-500
-7% -$34.1K 0.18% 57
2013
Q2 		$452K Buy
+6,686
New +$473K 0.2% 50

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Bank (West Virginia)'s DUK Position: Q3 2017 in Review

United Bank (West Virginia) held its Duke Energy (DUK) position steady in Q3 2017 at 6,339 shares worth $531K. The position accounts for 0.21% of the portfolio, ranked #59.

United Bank (West Virginia) first reported a position in DUK in Q2 2013 and has held it in 18 quarters since. 1,222 funds tracked by Wall St. Rank hold DUK as of Q3 2017.

  • United Bank (West Virginia) held 6,339 shares of Duke Energy worth $531K as of Q3 2017.
  • United Bank (West Virginia) left its Duke Energy share count unchanged in Q3 2017.
  • Duke Energy made up 0.21% of United Bank (West Virginia)'s portfolio in Q3 2017, its #59 holding.
  • United Bank (West Virginia) first reported a position in Duke Energy in Q2 2013 and has held it in 18 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Duke Energy as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.