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Rampart Investment Management’s Duke Energy DUK Stock Holding History

Rampart Investment 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
2020
Q3 		– Sell
-10,130
Closed -$809K – 440
2020
Q2 		$809K Buy
10,130
+4,299
+74% +$363K 0.14% 193
2020
Q1 		$472K Sell
5,831
-32,302
-85% -$2.97M 0.22% 96
2019
Q4 		$3.48M Sell
38,133
-8,544
-18% -$783K 0.42% 66
2019
Q3 		$4.47M Sell
46,677
-6,620
-12% -$602K 0.56% 44
2019
Q2 		$4.7M Sell
53,297
-2,467
-4% -$218K 0.55% 47
2019
Q1 		$5.02M Buy
55,764
+1,971
+4% +$174K 0.57% 42
2018
Q4 		$4.64M Buy
53,793
+33,780
+169% +$2.88M 1.29% 14
2018
Q3 		$624K Buy
20,013
+12,902
+181% +$1.04M 0.27% 89
2018
Q2 		$562K Sell
7,111
-371
-5% -$28.5K 0.06% 332
2018
Q1 		$580K Sell
7,482
-1,101
-13% -$85.1K 0.06% 319
2017
Q4 		$722K Sell
8,583
-916
-10% -$80K 0.28% 88
2017
Q3 		$797K Buy
9,499
+484
+5% +$41.4K 0.27% 87
2017
Q2 		$754K Buy
9,015
+7,113
+374% +$598K 0.27% 84
2017
Q1 		$156K Buy
+1,902
New +$151K 0.06% 96

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 $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Rampart Investment Management's DUK Position: Q3 2020 in Review

Rampart Investment Management sold out of Duke Energy (DUK) in Q3 2020, closing a stake of 10,130 shares — an estimated $809K sold.

Rampart Investment Management first reported a position in DUK in Q1 2017 and held it in 14 quarters. The position peaked at $5.02M in Q1 2019. 1,526 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

  • Rampart Investment Management reported no remaining Duke Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 10,130 Duke Energy shares in Q3 2020, an estimated $809K.
  • Rampart Investment Management first reported a position in Duke Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Duke Energy position peaked at $5.02M in Q1 2019.
  • 1,526 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.