CI
DUK icon

Capital International’s Duke Energy DUK Stock Holding History

Capital International’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
-6,300
Closed -$527K – 114
2017
Q2 		$527K Hold
6,300
– – 0.03% 111
2017
Q1 		$517K Hold
6,300
– – 0.03% 113
2016
Q4 		$489K Sell
6,300
-400
-6% -$30.6K 0.03% 119
2016
Q3 		$536K Sell
6,700
-10,600
-61% -$878K 0.04% 130
2016
Q2 		$1.48M Hold
17,300
– – 0.11% 106
2016
Q1 		$1.4M Hold
17,300
– – 0.09% 122
2015
Q4 		$1.24M Buy
17,300
+5,200
+43% +$366K 0.08% 127
2015
Q3 		$870K Buy
12,100
+2,400
+25% +$174K 0.06% 138
2015
Q2 		$685K Hold
9,700
– – 0.04% 157
2015
Q1 		$745K Hold
9,700
– – 0.05% 140
2014
Q4 		$810K Hold
9,700
– – 0.05% 134
2014
Q3 		$725K Hold
9,700
– – 0.05% 138
2014
Q2 		$720K Hold
9,700
– – 0.04% 139
2014
Q1 		$691K Buy
+9,700
New +$676K 0.04% 134

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Franklin Resources
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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 $1.02T AUM 30.18% 1-Year Est. Return