CIAN
DUK icon

Capstone Investment Advisors (Netherlands)’s Duke Energy DUK Stock Holding History

Capstone Investment Advisors (Netherlands)’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
Q2 		$501K Sell
5,989
-5,051
-46% -$425K 1.74% 8
2017
Q1 		$905K Buy
+11,040
New +$878K 2.56% 3

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capstone Investment Advisors (Netherlands)'s DUK Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) reduced its Duke Energy (DUK) stake by 46% in Q2 2017, selling an estimated $425K and leaving 5,989 shares worth $501K. The position accounts for 1.74% of the portfolio, ranked #8.

Capstone Investment Advisors (Netherlands) first reported a position in DUK in Q1 2017 and has held it in 2 quarters since. The position peaked at $905K in Q1 2017. 1,220 funds tracked by Wall St. Rank hold DUK as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 5,989 shares of Duke Energy worth $501K as of Q2 2017.
  • Capstone Investment Advisors (Netherlands) sold 5,051 Duke Energy shares in Q2 2017, an estimated $425K.
  • Duke Energy made up 1.74% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #8 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in Duke Energy in Q1 2017 and has held it in 2 quarters since.
  • Capstone Investment Advisors (Netherlands)'s Duke Energy position peaked at $905K in Q1 2017.
  • 1,220 funds tracked by Wall St. Rank held Duke Energy as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.