BIT
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BlackRock Institutional Trust’s Duke Energy DUK Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$1.48B Buy
19,115,634
+256,720
+1% +$19.7M 0.22% 88
2016
Q3 		$1.51B Buy
18,858,914
+395,913
+2% +$32.8M 0.23% 82
2016
Q2 		$1.58B Sell
18,463,001
-124,522
-0.7% -$9.95M 0.26% 68
2016
Q1 		$1.5B Buy
18,587,523
+69,871
+0.4% +$5.29M 0.25% 75
2015
Q4 		$1.32B Buy
18,517,652
+142,037
+0.8% +$9.99M 0.22% 87
2015
Q3 		$1.32B Sell
18,375,615
-145,477
-0.8% -$10.5M 0.23% 77
2015
Q2 		$1.31B Sell
18,521,092
-854,704
-4% -$64.6M 0.21% 89
2015
Q1 		$1.49B Buy
19,375,796
+335,877
+2% +$27.3M 0.23% 81
2014
Q4 		$1.59B Sell
19,039,919
-67,879
-0.4% -$5.47M 0.25% 78
2014
Q3 		$1.43B Buy
19,107,798
+39,886
+0.2% +$2.91M 0.24% 83
2014
Q2 		$1.41B Buy
19,067,912
+126,407
+0.7% +$9.09M 0.23% 82
2014
Q1 		$1.35B Buy
18,941,505
+242,365
+1% +$16.9M 0.23% 81
2013
Q4 		$1.29B Sell
18,699,140
-245,670
-1% -$17.2M 0.23% 83
2013
Q3 		$1.27B Sell
18,944,810
-34,360
-0.2% -$2.34M 0.24% 79
2013
Q2 		$1.28B Buy
+18,979,170
New +$1.34B 0.26% 73

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock Institutional Trust's DUK Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Duke Energy (DUK) stake by 1.4% in Q4 2016, buying an estimated $19.7M and bringing the position to 19,115,634 shares worth $1.48B. The position accounts for 0.22% of the portfolio, ranked #88.

BlackRock Institutional Trust first reported a position in DUK in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.59B in Q4 2014. 1,209 funds tracked by Wall St. Rank hold DUK as of Q4 2016.

  • BlackRock Institutional Trust held 19,115,634 shares of Duke Energy worth $1.48B as of Q4 2016.
  • BlackRock Institutional Trust bought 256,720 Duke Energy shares in Q4 2016, an estimated $19.7M.
  • Duke Energy made up 0.22% of BlackRock Institutional Trust's portfolio in Q4 2016, its #88 holding.
  • BlackRock Institutional Trust first reported a position in Duke Energy in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Duke Energy position peaked at $1.59B in Q4 2014.
  • 1,209 funds tracked by Wall St. Rank held Duke Energy as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.