Amica Mutual Insurance’s Duke Energy DUK Stock Holding History

Amica Mutual Insurance’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	–	Sell	-27,547	Closed	-$2.2M	–	170
2020 Q2	$2.2M	Hold	27,547	–	–	0.27%	118
2020 Q1	$2.23M	Buy	27,547 +7,884	+40%	+$724K	0.31%	101
2019 Q4	$1.79M	Buy	19,663 +10,167	+107%	+$932K	0.23%	119
2019 Q3	$910K	Sell	9,496 -11,898	-56%	-$1.08M	0.12%	238
2019 Q2	$1.89M	Sell	21,394 -1,182	-5%	-$104K	0.24%	103
2019 Q1	$2.03M	Hold	22,576	–	–	0.25%	103
2018 Q4	$1.95M	Hold	22,576	–	–	0.25%	99
2018 Q3	$1.81M	Hold	22,576	–	–	0.19%	138
2018 Q2	$1.78M	Hold	22,576	–	–	0.21%	140
2018 Q1	$1.75M	Sell	22,576 -4,962	-18%	-$384K	0.22%	146
2017 Q4	$2.32M	Sell	27,538 -8,693	-24%	-$759K	0.23%	129
2017 Q3	$3.04M	Hold	36,231	–	–	0.27%	105
2017 Q2	$3.03M	Hold	36,231	–	–	0.28%	115
2017 Q1	$2.97M	Hold	36,231	–	–	0.27%	110
2016 Q4	$2.81M	Buy	+36,231	New	+$2.78M	0.25%	121
2016 Q1	–	Sell	-50,944	Closed	-$3.64M	–	422
2015 Q4	$3.64M	Hold	50,944	–	–	0.33%	86
2015 Q3	$3.67M	Hold	50,944	–	–	0.35%	78
2015 Q2	$3.6M	Hold	50,944	–	–	0.31%	96
2015 Q1	$3.91M	Hold	50,944	–	–	0.32%	94
2014 Q4	$4.26M	Hold	50,944	–	–	0.33%	98
2014 Q3	$3.81M	Hold	50,944	–	–	0.3%	104
2014 Q2	$3.78M	Hold	50,944	–	–	0.3%	108
2014 Q1	$3.63M	Sell	50,944 -15,043	-23%	-$1.05M	0.29%	105
2013 Q4	$4.55M	Hold	65,987	–	–	0.37%	83
2013 Q3	$4.41M	Hold	65,987	–	–	0.38%	80
2013 Q2	$4.45M	Buy	+65,987	New	+$4.66M	0.39%	78

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Amica Mutual Insurance's DUK Position: Q3 2020 in Review

Amica Mutual Insurance sold out of Duke Energy (DUK) in Q3 2020, closing a stake of 27,547 shares — an estimated $2.2M sold.

Amica Mutual Insurance first reported a position in DUK in Q2 2013 and held it in 26 quarters. The position peaked at $4.55M in Q4 2013. 1,525 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

Amica Mutual Insurance reported no remaining Duke Energy position as of Q3 2020 after selling out during the quarter.
Amica Mutual Insurance sold 27,547 Duke Energy shares in Q3 2020, an estimated $2.2M.
Amica Mutual Insurance first reported a position in Duke Energy in Q2 2013 and held it in 26 quarters.
Amica Mutual Insurance's Duke Energy position peaked at $4.55M in Q4 2013.
1,525 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Amica Mutual Insurance's 13F filing for Q3 2020, filed 10 Nov 2020.