SFM
DUK icon

Systematic Financial Management’s Duke Energy DUK Stock Holding History

Systematic Financial 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
2015
Q2 		– Sell
-166,614
Closed -$12.8M – 691
2015
Q1 		$12.8M Sell
166,614
-10,711
-6% -$869K 0.1% 229
2014
Q4 		$14.8M Sell
177,325
-130,564
-42% -$10.5M 0.11% 193
2014
Q3 		$23M Sell
307,889
-8,602
-3% -$628K 0.17% 134
2014
Q2 		$23.5M Buy
316,491
+23,182
+8% +$1.67M 0.16% 149
2014
Q1 		$20.9M Buy
+293,309
New +$20.4M 0.14% 161

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BIT
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Wellington Management Group
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return