Nuveen Fund Advisors
DUK icon

Nuveen Fund Advisors’s Duke Energy DUK Stock Holding History

Nuveen Fund Advisors’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
Q2 		– Sell
-4,752
Closed -$368K – 183
2018
Q1 		$368K Sell
4,752
-10,546
-69% -$815K 0.17% 181
2017
Q4 		$1.29M Sell
15,298
-11,228
-42% -$981K 0.37% 71
2017
Q3 		$2.23M Sell
26,526
-4,399
-14% -$377K 0.45% 59
2017
Q2 		$2.58M Buy
30,925
+279
+0.9% +$23.5K 0.41% 70
2017
Q1 		$2.51M Buy
30,646
+8,031
+36% +$638K 0.33% 106
2016
Q4 		$1.75M Buy
22,615
+10,651
+89% +$816K 0.25% 127
2016
Q3 		$958K Buy
11,964
+2,451
+26% +$203K 0.13% 197
2016
Q2 		$816K Buy
+9,513
New +$760K 0.13% 207

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Fund Advisors's DUK Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of Duke Energy (DUK) in Q2 2018, closing a stake of 4,752 shares — an estimated $368K sold.

Nuveen Fund Advisors first reported a position in DUK in Q2 2016 and held it in 8 quarters. The position peaked at $2.58M in Q2 2017. 1,353 funds tracked by Wall St. Rank hold DUK as of Q2 2018.

  • Nuveen Fund Advisors reported no remaining Duke Energy position as of Q2 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 4,752 Duke Energy shares in Q2 2018, an estimated $368K.
  • Nuveen Fund Advisors first reported a position in Duke Energy in Q2 2016 and held it in 8 quarters.
  • Nuveen Fund Advisors's Duke Energy position peaked at $2.58M in Q2 2017.
  • 1,353 funds tracked by Wall St. Rank held Duke Energy as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.