Jupiter Investment Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-52,027	Closed	-$4.16M	–	377
2018 Q3	$4.16M	Buy	+52,027	New	+$4.21M	0.03%	197
2017 Q4	–	Sell	-3,853	Closed	-$323K	–	386
2017 Q3	$323K	Sell	3,853 -1,278	-25%	-$109K	﹤0.01%	289
2017 Q2	$428K	Sell	5,131 -6,569	-56%	-$552K	0.01%	320
2017 Q1	$959K	Sell	11,700 -380	-3%	-$30.2K	0.01%	239
2016 Q4	$937K	Buy	12,080 +1,792	+17%	+$137K	0.02%	219
2016 Q3	$823K	Sell	10,288 -542,473	-98%	-$44.9M	0.01%	246
2016 Q2	$47.4M	Buy	552,761 +543,478	+5,855%	+$43.4M	0.89%	33
2016 Q1	$748K	Buy	9,283 +8,475	+1,049%	+$641K	0.02%	335
2015 Q4	$57K	Sell	808 -386	-32%	-$27.1K	﹤0.01%	251
2015 Q3	$85K	Buy	+1,194	New	+$86.5K	﹤0.01%	310
2015 Q1	–	Sell	-22,500	Closed	-$1.88M	–	356
2014 Q4	$1.88M	Buy	+22,500	New	+$1.81M	0.07%	209
2014 Q3	–	Sell	-202,672	Closed	-$15M	–	334
2014 Q2	$15M	Buy	202,672 +144,852	+251%	+$10.4M	0.84%	38
2014 Q1	$4.12M	Buy	+57,820	New	+$4.03M	0.28%	101