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Piedmont Investment Advisors’s Duke Energy DUK Stock Holding History

Piedmont Investment 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
2020
Q2 		– Sell
-13,951
Closed -$1.13M – 198
2020
Q1 		$1.13M Buy
13,951
+191
+1% +$17.5K 0.04% 290
2019
Q4 		$1.25M Buy
13,760
+2,429
+21% +$223K 0.04% 292
2019
Q3 		$1.09M Buy
11,331
+560
+5% +$51K 0.04% 298
2019
Q2 		$950K Sell
10,771
-977
-8% -$86.4K 0.04% 344
2019
Q1 		$1.06M Buy
11,748
+1,150
+11% +$101K 0.04% 288
2018
Q4 		$915K Buy
10,598
+3,196
+43% +$272K 0.04% 283
2018
Q3 		$592K Sell
7,402
-23,080
-76% -$1.87M 0.02% 455
2018
Q2 		$2.41M Sell
30,482
-74,985
-71% -$5.77M 0.12% 189
2018
Q1 		$8.17M Sell
105,467
-45,272
-30% -$3.5M 0.22% 121
2017
Q4 		$12.7M Sell
150,739
-498
-0.3% -$43.5K 0.25% 106
2017
Q3 		$12.7M Buy
151,237
+1,392
+0.9% +$119K 0.27% 99
2017
Q2 		$12.5M Buy
149,845
+3,403
+2% +$286K 0.28% 96
2017
Q1 		$12M Buy
146,442
+1,296
+0.9% +$103K 0.25% 114
2016
Q4 		$11.3M Buy
145,146
+3,120
+2% +$239K 0.23% 117
2016
Q3 		$11.4M Sell
142,026
-14,677
-9% -$1.22M 0.25% 107
2016
Q2 		$13.4M Buy
156,703
+1,622
+1% +$130K 0.28% 93
2016
Q1 		$12.5M Buy
155,081
+2,291
+1% +$173K 0.26% 100
2015
Q4 		$10.9M Buy
152,790
+1,351
+0.9% +$95K 0.23% 111
2015
Q3 		$10.9M Buy
151,439
+1,212
+0.8% +$87.8K 0.25% 107
2015
Q2 		$10.6M Buy
150,227
+150,135
+163,190% +$11.3M 0.22% 125
2015
Q1 		$7.06K Sell
92
-16,439
-99% -$1.33M ﹤0.01% 193
2014
Q4 		$1.38M Sell
16,531
-530,722
-97% -$42.8M 0.08% 114
2014
Q3 		$40.9M Buy
547,253
+121,015
+28% +$8.83M 2.12% 15
2014
Q2 		$31.6M Buy
426,238
+74,013
+21% +$5.32M 1.65% 26
2014
Q1 		$25.1M Sell
352,225
-88,419
-20% -$6.16M 1.37% 36
2013
Q4 		$30.4M Buy
440,644
+440,453
+230,604% +$30.8M 1.63% 26
2013
Q3 		$12.8K Buy
191
+3
+2% +$205 ﹤0.01% 181
2013
Q2 		$12.7K Buy
+188
New +$13.3K ﹤0.01% 244

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Piedmont Investment Advisors's DUK Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Duke Energy (DUK) in Q2 2020, closing a stake of 13,951 shares — an estimated $1.13M sold.

Piedmont Investment Advisors first reported a position in DUK in Q2 2013 and held it in 28 quarters. The position peaked at $40.9M in Q3 2014. 1,523 funds tracked by Wall St. Rank hold DUK as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Duke Energy position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 13,951 Duke Energy shares in Q2 2020, an estimated $1.13M.
  • Piedmont Investment Advisors first reported a position in Duke Energy in Q2 2013 and held it in 28 quarters.
  • Piedmont Investment Advisors's Duke Energy position peaked at $40.9M in Q3 2014.
  • 1,523 funds tracked by Wall St. Rank held Duke Energy as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.