Granite Investment Partners’s Duke Energy DUK Stock Holding History

Granite Investment 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
2018 Q1	–	Sell	-3,152	Closed	-$265K	–	308
2017 Q4	$265K	Buy	3,152 +423	+16%	+$37K	0.02%	289
2017 Q3	$229K	Hold	2,729	–	–	0.01%	294
2017 Q2	$228K	Hold	2,729	–	–	0.02%	295
2017 Q1	$224K	Hold	2,729	–	–	0.02%	299
2016 Q4	$212K	Sell	2,729 -1,069	-28%	-$81.9K	0.02%	295
2016 Q3	$304K	Hold	3,798	–	–	0.02%	290
2016 Q2	$326K	Hold	3,798	–	–	0.03%	284
2016 Q1	$306K	Sell	3,798 -1,166	-23%	-$88.2K	0.03%	289
2015 Q4	$354K	Buy	+4,964	New	+$349K	0.03%	282
2015 Q2	–	Sell	-3,798	Closed	-$292K	–	306
2015 Q1	$292K	Hold	3,798	–	–	0.03%	281
2014 Q4	$317K	Hold	3,798	–	–	0.04%	279
2014 Q3	$284K	Hold	3,798	–	–	0.04%	265
2014 Q2	$282K	Hold	3,798	–	–	0.04%	273
2014 Q1	$270K	Hold	3,798	–	–	0.04%	234
2013 Q4	$262K	Hold	3,798	–	–	0.04%	239
2013 Q3	$254K	Hold	3,798	–	–	0.04%	236
2013 Q2	$256K	Buy	+3,798	New	+$268K	0.05%	233

Other funds holding DUK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Granite Investment Partners's DUK Position: Q1 2018 in Review

Granite Investment Partners sold out of Duke Energy (DUK) in Q1 2018, closing a stake of 3,152 shares — an estimated $265K sold.

Granite Investment Partners first reported a position in DUK in Q2 2013 and held it in 17 quarters. The position peaked at $354K in Q4 2015. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

Granite Investment Partners reported no remaining Duke Energy position as of Q1 2018 after selling out during the quarter.
Granite Investment Partners sold 3,152 Duke Energy shares in Q1 2018, an estimated $265K.
Granite Investment Partners first reported a position in Duke Energy in Q2 2013 and held it in 17 quarters.
Granite Investment Partners's Duke Energy position peaked at $354K in Q4 2015.
1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on Granite Investment Partners's 13F filing for Q1 2018, filed 4 May 2018.