DIM
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DC Investments Management’s Duke Energy DUK Stock Holding History

DC Investments 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
Q3 		– Sell
-7,484
Closed -$598K – 131
2020
Q2 		$598K Buy
7,484
+818
+12% +$69.1K 0.22% 61
2020
Q1 		$539K Buy
6,666
+792
+13% +$72.7K 0.44% 60
2019
Q4 		$536K Sell
5,874
-263
-4% -$24.1K 0.41% 93
2019
Q3 		$588K Sell
6,137
-321
-5% -$29.2K 0.34% 64
2019
Q2 		$570K Sell
6,458
-817
-11% -$72.2K 0.32% 109
2019
Q1 		$655K Hold
7,275
– – 0.41% 70
2018
Q4 		$628K Buy
7,275
+676
+10% +$57.5K 0.52% 41
2018
Q3 		$528K Sell
6,599
-91
-1% -$7.36K 0.36% 140
2018
Q2 		$529K Sell
6,690
-5,215
-44% -$401K 0.34% 169
2018
Q1 		$922K Hold
11,905
– – 0.62% 55
2017
Q4 		$1M Buy
+11,905
New +$1.04M 0.41% 46

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return