EI
DUK icon

Elkhorn Investments’s Duke Energy DUK Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.93M Buy
23,162
+8,125
+54% +$710K 1.01% 45
2017
Q3 		$1.26M Buy
15,037
+1,096
+8% +$93.8K 0.94% 63
2017
Q2 		$1.21M Sell
13,941
-683
-5% -$57.4K 0.94% 60
2017
Q1 		$1.2M Buy
+14,624
New +$1.16M 0.99% 42

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elkhorn Investments's DUK Position: Q4 2017 in Review

Elkhorn Investments increased its Duke Energy (DUK) stake by 54% in Q4 2017, buying an estimated $710K and bringing the position to 23,162 shares worth $1.93M. The position accounts for 1.01% of the portfolio, ranked #45.

Elkhorn Investments first reported a position in DUK in Q1 2017 and has held it in 4 quarters since. 1,340 funds tracked by Wall St. Rank hold DUK as of Q4 2017.

  • Elkhorn Investments held 23,162 shares of Duke Energy worth $1.93M as of Q4 2017.
  • Elkhorn Investments bought 8,125 Duke Energy shares in Q4 2017, an estimated $710K.
  • Duke Energy made up 1.01% of Elkhorn Investments's portfolio in Q4 2017, its #45 holding.
  • Elkhorn Investments first reported a position in Duke Energy in Q1 2017 and has held it in 4 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.