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WFG Advisors’s Duke Energy DUK Stock Holding History

WFG 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
2017
Q2 		$762K Buy
9,117
+1,231
+16% +$103K 0.17% 137
2017
Q1 		$647K Sell
7,886
-1,461
-16% -$116K 0.17% 134
2016
Q4 		$726K Sell
9,347
-579
-6% -$44.3K 0.18% 149
2016
Q3 		$794K Buy
9,926
+405
+4% +$33.5K 0.2% 121
2016
Q2 		$817K Buy
9,521
+2
+0% +$160 0.22% 114
2016
Q1 		$768K Buy
9,519
+662
+7% +$50.1K 0.22% 110
2015
Q4 		$632K Buy
8,857
+618
+8% +$43.5K 0.19% 135
2015
Q3 		$593K Buy
8,239
+1,955
+31% +$142K 0.19% 127
2015
Q2 		$444K Sell
6,284
-1,874
-23% -$142K 0.12% 185
2015
Q1 		$626K Sell
8,158
-6,935
-46% -$563K 0.17% 134
2014
Q4 		$1.26M Sell
15,093
-1,649
-10% -$133K 0.26% 82
2014
Q3 		$1.25M Buy
16,742
+322
+2% +$23.5K 0.24% 93
2014
Q2 		$1.22M Sell
16,420
-644
-4% -$46.3K 0.23% 101
2014
Q1 		$1.22M Sell
17,064
-12,476
-42% -$870K 0.24% 91
2013
Q4 		$2.04M Buy
29,540
+2,701
+10% +$189K 0.29% 72
2013
Q3 		$1.79M Sell
26,839
-298
-1% -$20.3K 0.28% 80
2013
Q2 		$1.83M Buy
+27,137
New +$1.92M 0.3% 72

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

WFG Advisors's DUK Position: Q2 2017 in Review

WFG Advisors increased its Duke Energy (DUK) stake by 16% in Q2 2017, buying an estimated $103K and bringing the position to 9,117 shares worth $762K. The position accounts for 0.17% of the portfolio, ranked #137.

WFG Advisors first reported a position in DUK in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.04M in Q4 2013. 1,221 funds tracked by Wall St. Rank hold DUK as of Q2 2017.

  • WFG Advisors held 9,117 shares of Duke Energy worth $762K as of Q2 2017.
  • WFG Advisors bought 1,231 Duke Energy shares in Q2 2017, an estimated $103K.
  • Duke Energy made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #137 holding.
  • WFG Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Duke Energy position peaked at $2.04M in Q4 2013.
  • 1,221 funds tracked by Wall St. Rank held Duke Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.