WA
DUK icon

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 $5.7T 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 $298B AUM 21.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return