Great Diamond Partners’s Duke Energy DUK Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-903	Closed	-$82K	–	257
2019 Q4	$82K	Buy	+903	New	+$82.8K	0.03%	243

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Great Diamond Partners's DUK Position: Q1 2020 in Review

Great Diamond Partners sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 903 shares — an estimated $82K sold.

Great Diamond Partners first reported a position in DUK in Q4 2019 and held it in 1 quarter. The position peaked at $82K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

Great Diamond Partners reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 903 Duke Energy shares in Q1 2020, an estimated $82K.
Great Diamond Partners first reported a position in Duke Energy in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Duke Energy position peaked at $82K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.