First Interstate Bank’s Duke Energy DUK Stock Holding History

First Interstate Bank’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	-1,370	Closed	-$125K	–	242
2019 Q4	$125K	Hold	1,370	–	–	0.03%	200
2019 Q3	$131K	Buy	+1,370	New	+$125K	0.03%	222
2019 Q2	–	Sell	-3,904	Closed	-$351K	–	645
2019 Q1	$351K	Sell	3,904 -546	-12%	-$48.1K	0.08%	133
2018 Q4	$384K	Sell	4,450 -724	-14%	-$61.6K	0.09%	121
2018 Q3	$414K	Sell	5,174 -299	-5%	-$24.2K	0.09%	123
2018 Q2	$432K	Sell	5,473 -241	-4%	-$18.5K	0.1%	119
2018 Q1	$442K	Hold	5,714	–	–	0.1%	114
2017 Q4	$480K	Sell	5,714 -168	-3%	-$14.7K	0.1%	112
2017 Q3	$494K	Sell	5,882 -385	-6%	-$33K	0.11%	115
2017 Q2	$524K	Sell	6,267 -470	-7%	-$39.5K	0.11%	111
2017 Q1	$553K	Buy	6,737 +201	+3%	+$16K	0.11%	108
2016 Q4	$507K	Buy	6,536 +5,340	+446%	+$409K	0.1%	115
2016 Q3	$96K	Hold	1,196	–	–	0.02%	277
2016 Q2	$103K	Hold	1,196	–	–	0.02%	257
2016 Q1	$96K	Hold	1,196	–	–	0.02%	268
2015 Q4	$85K	Hold	1,196	–	–	0.02%	299
2015 Q3	$86K	Buy	+1,196	New	+$86.6K	0.02%	281

Other funds holding DUK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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