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Stokes & Hubbell Capital Management’s Duke Energy DUK Stock Holding History

Stokes & Hubbell Capital 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
2019
Q1 		$236K Buy
2,626
+22
+0.8% +$1.94K 0.05% 122
2018
Q4 		$225K Sell
2,604
-482
-16% -$41K 0.05% 117
2018
Q3 		$247K Sell
3,086
-72
-2% -$5.82K 0.05% 116
2018
Q2 		$250K Buy
3,158
+31
+1% +$2.38K 0.06% 117
2018
Q1 		$242K Buy
3,127
+28
+0.9% +$2.16K 0.06% 115
2017
Q4 		$261K Sell
3,099
-225
-7% -$19.7K 0.06% 105
2017
Q3 		$279K Buy
3,324
+25
+0.8% +$2.14K 0.07% 100
2017
Q2 		$276K Buy
3,299
+758
+30% +$63.7K 0.08% 92
2017
Q1 		$208K Buy
+2,541
New +$202K 0.07% 92

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Bank of America
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Northern Trust
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return