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Meitav Investment House’s Duke Energy DUK Stock Holding History

Meitav Investment House’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
2019
Q3 		– Sell
-4,207
Closed -$373K – 453
2019
Q2 		$373K Buy
+4,207
New +$372K 0.02% 290
2018
Q1 		– Sell
-14,066
Closed -$1.18M – 347
2017
Q4 		$1.18M Buy
+14,066
New +$1.23M 0.07% 117

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Meitav Investment House's DUK Position: Q3 2019 in Review

Meitav Investment House sold out of Duke Energy (DUK) in Q3 2019, closing a stake of 4,207 shares — an estimated $373K sold.

Meitav Investment House first reported a position in DUK in Q4 2017 and held it in 2 quarters. The position peaked at $1.18M in Q4 2017. 1,466 funds tracked by Wall St. Rank hold DUK as of Q3 2019.

  • Meitav Investment House reported no remaining Duke Energy position as of Q3 2019 after selling out during the quarter.
  • Meitav Investment House sold 4,207 Duke Energy shares in Q3 2019, an estimated $373K.
  • Meitav Investment House first reported a position in Duke Energy in Q4 2017 and held it in 2 quarters.
  • Meitav Investment House's Duke Energy position peaked at $1.18M in Q4 2017.
  • 1,466 funds tracked by Wall St. Rank held Duke Energy as of Q3 2019.

Based on Meitav Investment House's 13F filing for Q3 2019, filed 14 Nov 2019.