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DUK icon

Clinton Group’s Duke Energy DUK Stock Holding History

Clinton Group’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
2018
Q1 		– Sell
-33,320
Closed -$2.8M – 389
2017
Q4 		$2.8M Buy
+33,320
New +$2.91M 0.25% 142
2017
Q3 		– Sell
-27,048
Closed -$2.26M – 436
2017
Q2 		$2.26M Buy
+27,048
New +$2.27M 0.24% 139
2016
Q3 		– Sell
-7,756
Closed -$665K – 936
2016
Q2 		$665K Buy
+7,756
New +$620K 0.03% 587
2015
Q2 		– Sell
-37,285
Closed -$2.86M – 615
2015
Q1 		$2.86M Buy
37,285
+24,583
+194% +$2M 0.75% 19
2014
Q4 		$1.06M Buy
+12,702
New +$1.02M 0.33% 78
2014
Q3 		– Sell
-2,917
Closed -$216K – 401
2014
Q2 		$216K Buy
+2,917
New +$210K 0.11% 284
2014
Q1 		– Sell
-22,210
Closed -$1.53M – 352
2013
Q4 		$1.53M Buy
22,210
+14,408
+185% +$1.01M 0.51% 19
2013
Q3 		$521K Buy
+7,802
New +$532K 0.16% 175

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return