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Bellwether Investment Group’s Duke Energy DUK Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$257K Buy
3,059
+98
+3% +$8.56K 1.03% 38
2017
Q3 		$248K Buy
2,961
+177
+6% +$15.2K 1.17% 39
2017
Q2 		$233K Buy
2,784
+115
+4% +$9.67K 1.08% 45
2017
Q1 		$219K Sell
2,669
-4,123
-61% -$328K 0.58% 48
2016
Q4 		$527K Buy
+6,792
New +$520K 0.47% 48
2016
Q2 		$459K Buy
+5,347
New +$427K 0.5% 54

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bellwether Investment Group's DUK Position: Q4 2017 in Review

Bellwether Investment Group increased its Duke Energy (DUK) stake by 3.3% in Q4 2017, buying an estimated $8.56K and bringing the position to 3,059 shares worth $257K. The position accounts for 1.03% of the portfolio, ranked #38.

Bellwether Investment Group first reported a position in DUK in Q2 2016 and has held it in 6 quarters since. The position peaked at $527K in Q4 2016. 1,340 funds tracked by Wall St. Rank hold DUK as of Q4 2017.

  • Bellwether Investment Group held 3,059 shares of Duke Energy worth $257K as of Q4 2017.
  • Bellwether Investment Group bought 98 Duke Energy shares in Q4 2017, an estimated $8.56K.
  • Duke Energy made up 1.03% of Bellwether Investment Group's portfolio in Q4 2017, its #38 holding.
  • Bellwether Investment Group first reported a position in Duke Energy in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Duke Energy position peaked at $527K in Q4 2016.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.