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Gantzert Investment Company’s Duke Energy DUK Stock Holding History

Gantzert Investment Company’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
Q3 		$13K Hold
150
– – 0.01% 52
2020
Q2 		$12K Hold
150
– – 0.01% 53
2020
Q1 		$12K Hold
150
– – 0.01% 56
2019
Q4 		$14K Hold
150
– – 0.01% 57
2019
Q3 		$14K Hold
150
– – 0.01% 58
2019
Q2 		$13K Hold
150
– – 0.01% 67
2019
Q1 		$13K Hold
150
– – 0.01% 66
2018
Q4 		$13K Buy
+150
New +$12.8K 0.01% 66

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gantzert Investment Company's DUK Position: Q3 2020 in Review

Gantzert Investment Company held its Duke Energy (DUK) position steady in Q3 2020 at 150 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #52.

Gantzert Investment Company first reported a position in DUK in Q4 2018 and has held it in 8 quarters since. The position peaked at $14K in Q4 2019. 1,526 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • Gantzert Investment Company held 150 shares of Duke Energy worth $13K as of Q3 2020.
  • Gantzert Investment Company left its Duke Energy share count unchanged in Q3 2020.
  • Duke Energy made up 0.01% of Gantzert Investment Company's portfolio in Q3 2020, its #52 holding.
  • Gantzert Investment Company first reported a position in Duke Energy in Q4 2018 and has held it in 8 quarters since.
  • Gantzert Investment Company's Duke Energy position peaked at $14K in Q4 2019.
  • 1,526 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.