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WealthShield’s Duke Energy DUK Stock Holding History

WealthShield’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
Q4 		$366K Buy
+4,378
New +$382K 0.22% 82

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthShield's DUK Position: Q4 2017 in Review

WealthShield opened a new position in Duke Energy (DUK) in Q4 2017: 4,378 shares worth $366K. The stake represents 0.22% of the portfolio and ranks #82 among its holdings.

1,340 funds tracked by Wall St. Rank hold DUK as of Q4 2017.

  • WealthShield held 4,378 shares of Duke Energy worth $366K as of Q4 2017.
  • Duke Energy was a new WealthShield position in Q4 2017.
  • Duke Energy made up 0.22% of WealthShield's portfolio in Q4 2017, its #82 holding.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.