Invictus RG’s Duke Energy DUK Stock Holding History

Invictus RG’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 Q2	–	Sell	-2,350	Closed	-$193K	–	674
2017 Q1	$193K	Buy	+2,350	New	+$187K	0.13%	322

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Invictus RG's DUK Position: Q2 2017 in Review

Invictus RG sold out of Duke Energy (DUK) in Q2 2017, closing a stake of 2,350 shares — an estimated $193K sold.

Invictus RG first reported a position in DUK in Q1 2017 and held it in 1 quarter. The position peaked at $193K in Q1 2017. 1,221 funds tracked by Wall St. Rank hold DUK as of Q2 2017.

Invictus RG reported no remaining Duke Energy position as of Q2 2017 after selling out during the quarter.
Invictus RG sold 2,350 Duke Energy shares in Q2 2017, an estimated $193K.
Invictus RG first reported a position in Duke Energy in Q1 2017 and held it in 1 quarter.
Invictus RG's Duke Energy position peaked at $193K in Q1 2017.
1,221 funds tracked by Wall St. Rank held Duke Energy as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.