PHH Investments’s Duke Energy DUK Stock Holding History

PHH 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
2019 Q4	–	Sell	-3,087	Closed	-$296K	–	82
2019 Q3	$296K	Buy	+3,087	New	+$281K	0.08%	74

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PHH Investments's DUK Position: Q4 2019 in Review

PHH Investments sold out of Duke Energy (DUK) in Q4 2019, closing a stake of 3,087 shares — an estimated $296K sold.

PHH Investments first reported a position in DUK in Q3 2019 and held it in 1 quarter. The position peaked at $296K in Q3 2019. 1,563 funds tracked by Wall St. Rank hold DUK as of Q4 2019.

PHH Investments reported no remaining Duke Energy position as of Q4 2019 after selling out during the quarter.
PHH Investments sold 3,087 Duke Energy shares in Q4 2019, an estimated $296K.
PHH Investments first reported a position in Duke Energy in Q3 2019 and held it in 1 quarter.
PHH Investments's Duke Energy position peaked at $296K in Q3 2019.
1,563 funds tracked by Wall St. Rank held Duke Energy as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.