GLI
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Guardian Life Insurance’s Duke Energy DUK Stock Holding History

Guardian Life Insurance’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
-2,147
Closed -$196K – 136
2019
Q4 		$196K Buy
2,147
+15
+0.7% +$1.38K 0.05% 102
2019
Q3 		$204K Buy
2,132
+36
+2% +$3.28K 0.03% 101
2019
Q2 		$185K Hold
2,096
– – 0.03% 109
2019
Q1 		$189K Buy
2,096
+79
+4% +$6.97K 0.02% 107
2018
Q4 		$174K Buy
2,017
+9
+0.4% +$766 0.03% 100
2018
Q3 		$161K Buy
2,008
+70
+4% +$5.66K 0.03% 120
2018
Q2 		$153K Buy
1,938
+328
+20% +$25.2K 0.03% 116
2018
Q1 		$125K Sell
1,610
-656
-29% -$50.7K 0.02% 118
2017
Q4 		$191K Buy
2,266
+673
+42% +$58.8K 0.04% 109
2017
Q3 		$134K Buy
1,593
+10
+0.6% +$856 0.02% 105
2017
Q2 		$132K Sell
1,583
-1,119
-41% -$94.1K 0.02% 99
2017
Q1 		$222K Buy
2,702
+63
+2% +$5.01K 0.03% 105
2016
Q4 		$205K Buy
2,639
+58
+2% +$4.44K 0.03% 118
2016
Q3 		$207K Hold
2,581
– – 0.02% 141
2016
Q2 		$221K Buy
2,581
+35
+1% +$2.8K 0.02% 153
2016
Q1 		$205K Sell
2,546
-720
-22% -$54.5K 0.02% 156
2015
Q4 		$233K Sell
3,266
-767
-19% -$53.9K 0.02% 155
2015
Q3 		$290K Buy
4,033
+1,002
+33% +$72.6K 0.03% 153
2015
Q2 		$214K Sell
3,031
-63
-2% -$4.76K 0.02% 167
2015
Q1 		$238K Sell
3,094
-929
-23% -$75.4K 0.02% 162
2014
Q4 		$336K Hold
4,023
– – 0.03% 157
2014
Q3 		$301K Buy
4,023
+16
+0.4% +$1.17K 0.03% 154
2014
Q2 		$297K Buy
4,007
+32
+0.8% +$2.3K 0.03% 152
2014
Q1 		$283K Sell
3,975
-9
-0.2% -$627 0.03% 163
2013
Q4 		$275K Sell
3,984
-4,504
-53% -$315K 0.03% 163
2013
Q3 		$567K Buy
8,488
+18
+0.2% +$1.23K 0.05% 158
2013
Q2 		$572K Buy
+8,470
New +$599K 0.05% 156

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Guardian Life Insurance's DUK Position: Q1 2020 in Review

Guardian Life Insurance sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 2,147 shares — an estimated $196K sold.

Guardian Life Insurance first reported a position in DUK in Q2 2013 and held it in 27 quarters. The position peaked at $572K in Q2 2013. 1,506 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

  • Guardian Life Insurance reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 2,147 Duke Energy shares in Q1 2020, an estimated $196K.
  • Guardian Life Insurance first reported a position in Duke Energy in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Duke Energy position peaked at $572K in Q2 2013.
  • 1,506 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.