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Arthur M. Cohen & Associates’s Duke Energy DUK Stock Holding History

Arthur M. Cohen & Associates’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
Q1 		– Sell
-2,846
Closed -$273K – 112
2019
Q4 		$273K Hold
2,846
– – 0.08% 107
2019
Q3 		$273 Buy
+2,846
New +$259K 0.08% 107
2014
Q3 		$273K Buy
+3,246
New +$237K 0.13% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Arthur M. Cohen & Associates's DUK Position: Q1 2020 in Review

Arthur M. Cohen & Associates sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 2,846 shares — an estimated $273K sold.

Arthur M. Cohen & Associates first reported a position in DUK in Q3 2014 and held it in 3 quarters. The position peaked at $273K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

  • Arthur M. Cohen & Associates reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 2,846 Duke Energy shares in Q1 2020, an estimated $273K.
  • Arthur M. Cohen & Associates first reported a position in Duke Energy in Q3 2014 and held it in 3 quarters.
  • Arthur M. Cohen & Associates's Duke Energy position peaked at $273K in Q4 2019.
  • 1,506 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2020, filed 14 Apr 2020.