EHC
DUK icon

Everett Harris & Co’s Duke Energy DUK Stock Holding History

Everett Harris & Co’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
Q1 		– Sell
-2,523
Closed -$230K – 229
2019
Q4 		$230K Buy
+2,523
New +$231K 0.01% 234
2019
Q3 		– Sell
-2,489
Closed -$220K – 254
2019
Q2 		$220K Buy
2,489
+152
+7% +$13.4K 0.01% 233
2019
Q1 		$210K Hold
2,337
– – 0.01% 229
2018
Q4 		$202K Buy
+2,337
New +$199K 0.01% 223
2018
Q1 		– Sell
-2,503
Closed -$211K – 245
2017
Q4 		$211K Buy
+2,503
New +$219K 0.01% 231
2016
Q3 		– Sell
-2,337
Closed -$200K – 235
2016
Q2 		$200K Buy
+2,337
New +$187K 0.01% 224
2015
Q1 		– Sell
-2,403
Closed -$201K – 240
2014
Q4 		$201K Buy
+2,403
New +$194K 0.01% 227

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return