Clear Harbor Asset Management’s Duke Energy DUK Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-1,132	Closed	-$100K	–	425
2020 Q3	$100K	Buy	+1,132	New	+$93.3K	0.02%	315
2020 Q1	–	Sell	-300	Closed	-$27.4K	–	379
2019 Q4	$27.4K	Buy	+300	New	+$27.5K	﹤0.01%	476

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Harbor Asset Management's DUK Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Duke Energy (DUK) in Q4 2020, closing a stake of 1,132 shares — an estimated $100K sold.

Clear Harbor Asset Management first reported a position in DUK in Q4 2019 and held it in 2 quarters. The position peaked at $100K in Q3 2020. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

Clear Harbor Asset Management reported no remaining Duke Energy position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 1,132 Duke Energy shares in Q4 2020, an estimated $100K.
Clear Harbor Asset Management first reported a position in Duke Energy in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's Duke Energy position peaked at $100K in Q3 2020.
1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.