Tortoise Capital Advisors’s Duke Energy DUK Stock Holding History

Tortoise Capital Advisors’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 Q3	–	Sell	-36	Closed	-$3K	–	130
2019 Q2	$3K	Hold	36	–	–	﹤0.01%	118
2019 Q1	$3K	Hold	36	–	–	﹤0.01%	111
2018 Q4	$3K	Hold	36	–	–	﹤0.01%	106
2018 Q3	$3K	Hold	36	–	–	﹤0.01%	114
2018 Q2	$3K	Hold	36	–	–	﹤0.01%	118
2018 Q1	$3K	Buy	36 +4	+13%	+$309	﹤0.01%	112
2017 Q4	$3K	Hold	32	–	–	﹤0.01%	119
2017 Q3	$3K	Hold	32	–	–	﹤0.01%	116
2017 Q2	$3K	Hold	32	–	–	﹤0.01%	118
2017 Q1	$3K	Hold	32	–	–	﹤0.01%	116
2016 Q4	$2K	Hold	32	–	–	﹤0.01%	133
2016 Q3	$3K	Buy	+32	New	+$2.65K	﹤0.01%	116

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return