Enterprise Bank & Trust’s Duke Energy DUK Stock Holding History

Enterprise Bank & Trust’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
2019 Q4	–	Sell	-2,133	Closed	-$204K	–	96
2019 Q3	$204K	Buy	+2,133	New	+$194K	0.1%	83

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Enterprise Bank & Trust's DUK Position: Q4 2019 in Review

Enterprise Bank & Trust sold out of Duke Energy (DUK) in Q4 2019, closing a stake of 2,133 shares — an estimated $204K sold.

Enterprise Bank & Trust first reported a position in DUK in Q3 2019 and held it in 1 quarter. The position peaked at $204K in Q3 2019. 1,563 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

Enterprise Bank & Trust reported no remaining Duke Energy position as of Q4 2019 after selling out during the quarter.
Enterprise Bank & Trust sold 2,133 Duke Energy shares in Q4 2019, an estimated $204K.
Enterprise Bank & Trust first reported a position in Duke Energy in Q3 2019 and held it in 1 quarter.
Enterprise Bank & Trust's Duke Energy position peaked at $204K in Q3 2019.
1,563 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on Enterprise Bank & Trust's 13F filing for Q4 2019, filed 7 Jan 2020.