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FDO Partners’s Duke Energy DUK Stock Holding History

FDO Partners’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 		– Sell
-23,194
Closed -$1.95M – 191
2017
Q3 		$1.95M Buy
+23,194
New +$1.99M 0.78% 32
2017
Q2 		– Sell
-5,642
Closed -$463K – 253
2017
Q1 		$463K Sell
5,642
-18,055
-76% -$1.44M 0.12% 176
2016
Q4 		$1.84M Buy
+23,697
New +$1.82M 0.74% 53

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

FDO Partners's DUK Position: Q4 2017 in Review

FDO Partners sold out of Duke Energy (DUK) in Q4 2017, closing a stake of 23,194 shares — an estimated $1.95M sold.

FDO Partners first reported a position in DUK in Q4 2016 and held it in 3 quarters. The position peaked at $1.95M in Q3 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q4 2017.

  • FDO Partners reported no remaining Duke Energy position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 23,194 Duke Energy shares in Q4 2017, an estimated $1.95M.
  • FDO Partners first reported a position in Duke Energy in Q4 2016 and held it in 3 quarters.
  • FDO Partners's Duke Energy position peaked at $1.95M in Q3 2017.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.