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Capital International Sarl’s Duke Energy DUK Stock Holding History

Capital International Sarl’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
Q3 		– Sell
-4,600
Closed -$385K – 139
2017
Q2 		$385K Hold
4,600
– – 0.03% 132
2017
Q1 		$377K Hold
4,600
– – 0.03% 133
2016
Q4 		$357K Hold
4,600
– – 0.03% 140
2016
Q3 		$368K Sell
4,600
-6,700
-59% -$555K 0.03% 157
2016
Q2 		$969K Buy
11,300
+2,700
+31% +$216K 0.08% 132
2016
Q1 		$694K Hold
8,600
– – 0.06% 130
2015
Q4 		$614K Buy
8,600
+3,400
+65% +$239K 0.05% 133
2015
Q3 		$374K Buy
5,200
+1,900
+58% +$138K 0.03% 143
2015
Q2 		$233K Hold
3,300
– – 0.02% 151
2015
Q1 		$253K Hold
3,300
– – 0.02% 147
2014
Q4 		$276K Hold
3,300
– – 0.02% 140
2014
Q3 		$247K Hold
3,300
– – 0.01% 136
2014
Q2 		$245K Buy
3,300
+1,600
+94% +$115K 0.01% 135
2014
Q1 		$121K Buy
+1,700
New +$118K 0.01% 142

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State Street
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Massachusetts Financial Services
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return