GS
DUK icon

GAM Systematic’s Duke Energy DUK Stock Holding History

GAM Systematic’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
Q1 		– Sell
-2,399
Closed -$186K – 612
2016
Q4 		$186K Sell
2,399
-7,559
-76% -$579K 0.04% 485
2016
Q3 		$797K Buy
9,958
+813
+9% +$67.3K 0.17% 259
2016
Q2 		$785K Buy
9,145
+3,468
+61% +$277K 0.19% 216
2016
Q1 		$458K Buy
+5,677
New +$430K 0.12% 321
2015
Q2 		– Sell
-18,880
Closed -$1.45M – 376
2015
Q1 		$1.45M Buy
18,880
+3,556
+23% +$289K 0.2% 209
2014
Q4 		$1.28M Buy
+15,324
New +$1.24M 0.26% 170

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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