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Rudd International’s Duke Energy DUK Stock Holding History

Rudd International’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 		$3.39M Buy
42,475
+1,909
+5% +$161K 1.82% 28
2020
Q1 		$3.28M Sell
40,566
-816
-2% -$75K 2.15% 22
2019
Q4 		$3.77M Buy
41,382
+369
+0.9% +$33.8K 1.95% 29
2019
Q3 		$3.93M Sell
41,013
-517
-1% -$47K 2.11% 25
2019
Q2 		$3.66M Buy
41,530
+2,350
+6% +$208K 2.06% 27
2019
Q1 		$3.53M Buy
39,180
+1,606
+4% +$142K 2.21% 20
2018
Q4 		$3.24M Buy
+37,574
New +$3.2M 2.37% 18

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

Rudd International's DUK Position: Q2 2020 in Review

Rudd International increased its Duke Energy (DUK) stake by 4.7% in Q2 2020, buying an estimated $161K and bringing the position to 42,475 shares worth $3.39M. The position accounts for 1.82% of the portfolio, ranked #28.

Rudd International first reported a position in DUK in Q4 2018 and has held it in 7 quarters since. The position peaked at $3.93M in Q3 2019. 1,522 funds tracked by Wall St. Rank hold DUK as of Q2 2020.

  • Rudd International held 42,475 shares of Duke Energy worth $3.39M as of Q2 2020.
  • Rudd International bought 1,909 Duke Energy shares in Q2 2020, an estimated $161K.
  • Duke Energy made up 1.82% of Rudd International's portfolio in Q2 2020, its #28 holding.
  • Rudd International first reported a position in Duke Energy in Q4 2018 and has held it in 7 quarters since.
  • Rudd International's Duke Energy position peaked at $3.93M in Q3 2019.
  • 1,522 funds tracked by Wall St. Rank held Duke Energy as of Q2 2020.

Based on Rudd International's 13F filing for Q2 2020, filed 4 Aug 2020.