Calvert Investment Management’s Duke Energy DUK Stock Holding History

Calvert 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
2015 Q4	–	Sell	-28,932	Closed	-$2.08M	–	712
2015 Q3	$2.08M	Hold	28,932	–	–	0.1%	153
2015 Q2	$2.04M	Hold	28,932	–	–	0.09%	164
2015 Q1	$2.22M	Hold	28,932	–	–	0.14%	153
2014 Q4	$2.42M	Hold	28,932	–	–	0.17%	146
2014 Q3	$2.16M	Buy	28,932 +10,966	+61%	+$800K	0.16%	145
2014 Q2	$1.33M	Sell	17,966 -10,966	-38%	-$789K	0.09%	153
2014 Q1	$2.06M	Hold	28,932	–	–	0.15%	128
2013 Q4	$2M	Sell	28,932 -84,044	-74%	-$5.88M	0.15%	129
2013 Q3	$7.54M	Sell	112,976 -4,866	-4%	-$332K	0.94%	30
2013 Q2	$7.95M	Buy	+117,842	New	+$8.33M	1.08%	20

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return