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AlphaOne Investment Services’s Duke Energy DUK Stock Holding History

AlphaOne Investment Services’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
Q2 		– Sell
-1,465
Closed -$113K – 284
2018
Q1 		$113K Buy
+1,465
New +$113K 0.03% 204

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 $3.38T AUM 44.17% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlphaOne Investment Services's DUK Position: Q2 2018 in Review

AlphaOne Investment Services sold out of Duke Energy (DUK) in Q2 2018, closing a stake of 1,465 shares — an estimated $113K sold.

AlphaOne Investment Services first reported a position in DUK in Q1 2018 and held it in 1 quarter. The position peaked at $113K in Q1 2018. 1,353 funds tracked by Wall St. Rank hold DUK as of Q2 2018.

  • AlphaOne Investment Services reported no remaining Duke Energy position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 1,465 Duke Energy shares in Q2 2018, an estimated $113K.
  • AlphaOne Investment Services first reported a position in Duke Energy in Q1 2018 and held it in 1 quarter.
  • AlphaOne Investment Services's Duke Energy position peaked at $113K in Q1 2018.
  • 1,353 funds tracked by Wall St. Rank held Duke Energy as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.