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EOJOAM
E. Ohman J:or Asset Management’s
Duke Energy
DUK
Stock Holding History
E. Ohman J:or 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
2018
Q2
–
Sell
-16,442
Closed
-$1.27M
–
423
2018
Q1
$1.27M
Hold
16,442
–
–
0.1%
121
2017
Q4
$1.38M
Sell
16,442
-2,400
-13%
-$210K
0.11%
120
2017
Q3
$1.58M
Buy
18,842
+342
+2%
+$29.3K
0.14%
101
2017
Q2
$1.55M
Hold
18,500
–
–
0.16%
99
2017
Q1
$1.52M
Buy
18,500
+2,400
+15%
+$191K
0.19%
105
2016
Q4
$1.25M
Buy
16,100
+1,400
+10%
+$107K
0.17%
108
2016
Q3
$1.18M
Buy
14,700
+1,400
+11%
+$116K
0.18%
100
2016
Q2
$1.14M
Hold
13,300
–
–
0.19%
100
2016
Q1
$1.07M
Hold
13,300
–
–
0.19%
95
2015
Q4
$949K
Hold
13,300
–
–
0.17%
109
2015
Q3
$957K
Sell
13,300
-2,000
-13%
-$145K
0.26%
81
2015
Q2
$1.08M
Hold
15,300
–
–
0.25%
85
2015
Q1
$1.17M
Hold
15,300
–
–
0.27%
83
2014
Q4
$1.3M
Hold
15,300
–
–
0.31%
76
2014
Q3
$1.14M
Hold
15,300
–
–
0.28%
79
2014
Q2
$1.14M
Hold
15,300
–
–
0.28%
80
2014
Q1
$1.09M
Sell
15,300
-2,300
-13%
-$160K
0.27%
79
2013
Q4
$1.22M
Sell
17,600
-600
-3%
-$42K
0.29%
75
2013
Q3
$1.22M
Buy
18,200
+1,800
+11%
+$123K
0.31%
73
2013
Q2
$1.11M
Buy
+16,400
New
+$1.16M
0.3%
72
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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