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Israel Discount Bank of New York’s Duke Energy DUK Stock Holding History

Israel Discount Bank of New York’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
Q2 		– Sell
-3,330
Closed -$269K – 88
2020
Q1 		$269K Sell
3,330
-1,883
-36% -$173K 0.21% 75
2019
Q4 		$476K Buy
5,213
+1,941
+59% +$178K 0.31% 70
2019
Q3 		$314K Buy
3,272
+40
+1% +$3.64K 0.23% 73
2019
Q2 		$286K Buy
3,232
+120
+4% +$10.6K 0.22% 73
2019
Q1 		$280K Buy
3,112
+262
+9% +$23.1K 0.19% 76
2018
Q4 		$246K Sell
2,850
-195
-6% -$16.6K 0.19% 81
2018
Q3 		$243K Buy
3,045
+45
+2% +$3.64K 0.16% 82
2018
Q2 		$237K Buy
3,000
+96
+3% +$7.38K 0.16% 83
2018
Q1 		$225K Sell
2,904
-46
-2% -$3.56K 0.15% 82
2017
Q4 		$248K Sell
2,950
-45
-2% -$3.93K 0.17% 79
2017
Q3 		$252K Sell
2,995
-179
-6% -$15.3K 0.19% 77
2017
Q2 		$266K Sell
3,174
-60
-2% -$5.04K 0.21% 76
2017
Q1 		$265K Buy
3,234
+222
+7% +$17.6K 0.22% 72
2016
Q4 		$234K Buy
+3,012
New +$231K 0.21% 82

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Israel Discount Bank of New York's DUK Position: Q2 2020 in Review

Israel Discount Bank of New York sold out of Duke Energy (DUK) in Q2 2020, closing a stake of 3,330 shares — an estimated $269K sold.

Israel Discount Bank of New York first reported a position in DUK in Q4 2016 and held it in 14 quarters. The position peaked at $476K in Q4 2019. 1,523 funds tracked by Wall St. Rank hold DUK as of Q2 2020.

  • Israel Discount Bank of New York reported no remaining Duke Energy position as of Q2 2020 after selling out during the quarter.
  • Israel Discount Bank of New York sold 3,330 Duke Energy shares in Q2 2020, an estimated $269K.
  • Israel Discount Bank of New York first reported a position in Duke Energy in Q4 2016 and held it in 14 quarters.
  • Israel Discount Bank of New York's Duke Energy position peaked at $476K in Q4 2019.
  • 1,523 funds tracked by Wall St. Rank held Duke Energy as of Q2 2020.

Based on Israel Discount Bank of New York's 13F filing for Q2 2020, filed 7 Aug 2020.