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Impax Asset Management’s Duke Energy DUK Stock Holding History

Impax Asset Management’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
Q4 		– Sell
-5,903
Closed -$495K – 195
2017
Q3 		$495K Buy
5,903
+500
+9% +$42.8K 0.03% 163
2017
Q2 		$452K Buy
5,403
+500
+10% +$42K 0.03% 161
2017
Q1 		$402K Buy
4,903
+300
+7% +$23.8K 0.02% 168
2016
Q4 		$357K Buy
4,603
+200
+5% +$15.3K 0.02% 164
2016
Q3 		$352K Buy
4,403
+300
+7% +$24.8K 0.02% 165
2016
Q2 		$352K Buy
4,103
+300
+8% +$24K 0.02% 173
2016
Q1 		$307K Hold
3,803
– – 0.02% 190
2015
Q4 		$271K Buy
3,803
+200
+6% +$14.1K 0.02% 180
2015
Q3 		$259K Hold
3,603
– – 0.02% 181
2015
Q2 		$254K Buy
3,603
+327
+10% +$24.7K 0.01% 181
2015
Q1 		$252K Buy
3,276
+201
+7% +$16.3K 0.01% 185
2014
Q4 		$257K Buy
+3,075
New +$248K 0.02% 185

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
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
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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return