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DUK icon

AJO LP’s Duke Energy DUK Stock Holding History

AJO LP’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
Q2 		– Sell
-2,294
Closed -$185K – 720
2020
Q1 		$185K Buy
+2,294
New +$211K ﹤0.01% 573
2017
Q1 		– Sell
-18,996
Closed -$1.47M – 542
2016
Q4 		$1.47M Hold
18,996
– – 0.01% 384
2016
Q3 		$1.52M Buy
18,996
+1,763
+10% +$146K 0.01% 363
2016
Q2 		$1.48M Hold
17,233
– – 0.01% 366
2016
Q1 		$1.39M Buy
17,233
+13,502
+362% +$1.02M 0.01% 379
2015
Q4 		$266K Buy
+3,731
New +$262K ﹤0.01% 494
2014
Q3 		– Sell
-170,500
Closed -$12.6M – 438
2014
Q2 		$12.6M Buy
+170,500
New +$12.3M 0.05% 190

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Franklin Resources
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Invesco
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Geode Capital Management
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Northern Trust
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Legal & General Group
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