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British Airways Pensions Investment Management’s Duke Energy DUK Stock Holding History

British Airways Pensions Investment 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
2018
Q1 		– Sell
-252,162
Closed -$21.2M – 107
2017
Q4 		$21.2M Sell
252,162
-196,328
-44% -$17.1M 0.67% 27
2017
Q3 		$37.6M Buy
448,490
+51,084
+13% +$4.37M 1.14% 32
2017
Q2 		$33.2M Sell
397,406
-96,000
-19% -$8.07M 0.96% 43
2017
Q1 		$40.4M Buy
+493,406
New +$39.2M 1.22% 26

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

British Airways Pensions Investment Management's DUK Position: Q1 2018 in Review

British Airways Pensions Investment Management sold out of Duke Energy (DUK) in Q1 2018, closing a stake of 252,162 shares — an estimated $21.2M sold.

British Airways Pensions Investment Management first reported a position in DUK in Q1 2017 and held it in 4 quarters. The position peaked at $40.4M in Q1 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

  • British Airways Pensions Investment Management reported no remaining Duke Energy position as of Q1 2018 after selling out during the quarter.
  • British Airways Pensions Investment Management sold 252,162 Duke Energy shares in Q1 2018, an estimated $21.2M.
  • British Airways Pensions Investment Management first reported a position in Duke Energy in Q1 2017 and held it in 4 quarters.
  • British Airways Pensions Investment Management's Duke Energy position peaked at $40.4M in Q1 2017.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on British Airways Pensions Investment Management's 13F filing for Q1 2018, filed 1 May 2018.