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Bluefin Capital Management’s Duke Energy DUK Stock Holding History

Bluefin Capital Management’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
2024
Q1 		– Sell
-60,800
Closed -$21.3K – 183
2023
Q4 		$21.3K Buy
+60,800
New +$5.53M ﹤0.01% 166

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bluefin Capital Management's DUK Position: Q1 2020 in Review

Bluefin Capital Management sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 19,316 shares — an estimated $1.77M sold.

Bluefin Capital Management first reported a position in DUK in Q4 2014 and held it in 4 quarters. The position peaked at $1.8M in Q2 2016. 1,507 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

  • Bluefin Capital Management reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
  • Bluefin Capital Management sold 19,316 Duke Energy shares in Q1 2020, an estimated $1.77M.
  • Bluefin Capital Management first reported a position in Duke Energy in Q4 2014 and held it in 4 quarters.
  • Bluefin Capital Management's Duke Energy position peaked at $1.8M in Q2 2016.
  • 1,507 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Bluefin Capital Management's 13F filing for Q1 2020, filed 15 May 2020.