AIM
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AIA Investment Management’s Duke Energy DUK Stock Holding History

AIA Investment Management’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
2020
Q3 		$320K Buy
3,613
+760
+27% +$62.6K 0.07% 133
2020
Q2 		$228K Buy
2,853
+192
+7% +$16.2K 0.05% 106
2020
Q1 		$215K Buy
2,661
+201
+8% +$18.5K 0.04% 95
2019
Q4 		$224K Buy
2,460
+143
+6% +$13.1K 0.28% 55
2019
Q3 		$222K Buy
+2,317
New +$211K 0.22% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AIA Investment Management's DUK Position: Q3 2020 in Review

AIA Investment Management increased its Duke Energy (DUK) stake by 27% in Q3 2020, buying an estimated $62.6K and bringing the position to 3,613 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #133.

AIA Investment Management first reported a position in DUK in Q3 2019 and has held it in 5 quarters since. 1,525 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • AIA Investment Management held 3,613 shares of Duke Energy worth $320K as of Q3 2020.
  • AIA Investment Management bought 760 Duke Energy shares in Q3 2020, an estimated $62.6K.
  • Duke Energy made up 0.07% of AIA Investment Management's portfolio in Q3 2020, its #133 holding.
  • AIA Investment Management first reported a position in Duke Energy in Q3 2019 and has held it in 5 quarters since.
  • 1,525 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.