XS
DUK icon

XML Securities’s Duke Energy DUK Stock Holding History

XML Securities’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
2018
Q1 		$219K Buy
+2,817
New +$218K 0.27% 64

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 $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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

XML Securities's DUK Position: Q1 2018 in Review

XML Securities opened a new position in Duke Energy (DUK) in Q1 2018: 2,817 shares worth $219K. The stake represents 0.27% of the portfolio and ranks #64 among its holdings.

1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

  • XML Securities held 2,817 shares of Duke Energy worth $219K as of Q1 2018.
  • Duke Energy was a new XML Securities position in Q1 2018.
  • Duke Energy made up 0.27% of XML Securities's portfolio in Q1 2018, its #64 holding.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.