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Parametrica Management’s Duke Energy DUK Stock Holding History

Parametrica 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
Q1 		– Sell
-6,013
Closed -$506K – 270
2017
Q4 		$506K Buy
+6,013
New +$525K 0.32% 61
2014
Q1 		– Sell
-6,573
Closed -$454K – 75
2013
Q4 		$454K Buy
+6,573
New +$460K 1.25% 7

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Parametrica Management's DUK Position: Q1 2018 in Review

Parametrica Management sold out of Duke Energy (DUK) in Q1 2018, closing a stake of 6,013 shares — an estimated $506K sold.

Parametrica Management first reported a position in DUK in Q4 2013 and held it in 2 quarters. The position peaked at $506K in Q4 2017. 1,340 funds tracked by Wall St. Rank hold DUK as of Q1 2018.

  • Parametrica Management reported no remaining Duke Energy position as of Q1 2018 after selling out during the quarter.
  • Parametrica Management sold 6,013 Duke Energy shares in Q1 2018, an estimated $506K.
  • Parametrica Management first reported a position in Duke Energy in Q4 2013 and held it in 2 quarters.
  • Parametrica Management's Duke Energy position peaked at $506K in Q4 2017.
  • 1,340 funds tracked by Wall St. Rank held Duke Energy as of Q1 2018.

Based on Parametrica Management's 13F filing for Q1 2018, filed 24 Apr 2018.