RCG
DUK icon

Ruggie Capital Group’s Duke Energy DUK Stock Holding History

Ruggie Capital Group’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
-93
Closed -$8K – 301
2017
Q4 		$8K Buy
+93
New +$8.12K 0.01% 236
2017
Q2 		– Sell
-100
Closed -$8K – 282
2017
Q1 		$8K Buy
+100
New +$7.95K 0.01% 189
2015
Q3 		– Sell
-80
Closed -$6K – 246
2015
Q2 		$6K Hold
80
– – ﹤0.01% 203
2015
Q1 		$6K Sell
80
-224
-74% -$18.2K 0.01% 167
2014
Q4 		$25K Buy
+304
New +$24.5K 0.02% 108

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State Street
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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