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Contravisory Investment Management’s Duke Energy DUK Stock Holding History

Contravisory Investment 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
2018
Q1 		– Sell
-8
Closed -$1K – 362
2017
Q4 		$1K Buy
+8
New +$699 ﹤0.01% 359
2016
Q3 		– Sell
-26
Closed -$2K – 294
2016
Q2 		$2K Hold
26
– – ﹤0.01% 165
2016
Q1 		$2K Buy
+26
New +$1.97K ﹤0.01% 155

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Contravisory Investment Management's DUK Position: Q1 2018 in Review

Contravisory Investment Management sold out of Duke Energy (DUK) in Q1 2018, closing a stake of 8 shares — an estimated $1K sold.

Contravisory Investment Management first reported a position in DUK in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

  • Contravisory Investment Management reported no remaining Duke Energy position as of Q1 2018 after selling out during the quarter.
  • Contravisory Investment Management sold 8 Duke Energy shares in Q1 2018, an estimated $1K.
  • Contravisory Investment Management first reported a position in Duke Energy in Q1 2016 and held it in 3 quarters.
  • Contravisory Investment Management's Duke Energy position peaked at $2K in Q2 2016.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on Contravisory Investment Management's 13F filing for Q1 2018, filed 9 Apr 2018.