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PGGM Investments’s Duke Energy DUK Stock Holding History

PGGM Investments’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
-184,400
Closed -$15.5M – 283
2017
Q4 		$15.5M Sell
184,400
-234,498
-56% -$20.5M 0.09% 248
2017
Q3 		$35.2M Sell
418,898
-593,762
-59% -$50.8M 0.17% 159
2017
Q2 		$84.6M Sell
1,012,660
-12,673
-1% -$1.07M 0.43% 53
2017
Q1 		$84.1M Sell
1,025,333
-59,996
-6% -$4.77M 0.43% 54
2016
Q4 		$84.2M Sell
1,085,329
-17,703
-2% -$1.36M 0.43% 50
2016
Q3 		$88.3M Buy
1,103,032
+25,555
+2% +$2.12M 0.44% 53
2016
Q2 		$92.4M Buy
1,077,477
+19,035
+2% +$1.52M 0.47% 53
2016
Q1 		$85.4M Buy
1,058,442
+40,056
+4% +$3.03M 0.45% 52
2015
Q4 		$72.7M Sell
1,018,386
-30,526
-3% -$2.15M 0.39% 66
2015
Q3 		$75.5M Sell
1,048,912
-16,763
-2% -$1.21M 0.41% 65
2015
Q2 		$75.3M Sell
1,065,675
-77,519
-7% -$5.86M 0.39% 64
2015
Q1 		$87.8M Sell
1,143,194
-124,391
-10% -$10.1M 0.42% 61
2014
Q4 		$106M Sell
1,267,585
-7,641
-0.6% -$616K 0.47% 53
2014
Q3 		$95.3M Buy
1,275,226
+41,868
+3% +$3.05M 0.45% 53
2014
Q2 		$91.5M Buy
1,233,358
+716,222
+138% +$51.5M 0.44% 52
2014
Q1 		$36.8M Buy
517,136
+10,977
+2% +$765K 0.19% 110
2013
Q4 		$34.9M Sell
506,159
-7,064
-1% -$494K 0.19% 161
2013
Q3 		$34.3M Buy
513,223
+31,425
+7% +$2.14M 0.2% 155
2013
Q2 		$32.5M Buy
+481,798
New +$34.1M 0.19% 155

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $4.08B AUM 14.2% 1-Year Est. Return