JIM
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Jupiter Investment Management’s Duke Energy DUK Stock Holding History

Jupiter Investment 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
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

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Investment Management's DUK Position: Q4 2018 in Review

Jupiter Investment Management sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 52,027 shares — an estimated $4.16M sold.

Jupiter Investment Management first reported a position in DUK in Q1 2014 and held it in 13 quarters. The position peaked at $47.4M in Q2 2016. 1,407 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

  • Jupiter Investment Management reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 52,027 Duke Energy shares in Q4 2018, an estimated $4.16M.
  • Jupiter Investment Management first reported a position in Duke Energy in Q1 2014 and held it in 13 quarters.
  • Jupiter Investment Management's Duke Energy position peaked at $47.4M in Q2 2016.
  • 1,407 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.