VIA
DUK icon

Vantage Investment Advisors’s Duke Energy DUK Stock Holding History

Vantage Investment 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
2018
Q3 		$124K Sell
1,549
-167
-10% -$13.5K 0.03% 194
2018
Q2 		$136K Hold
1,716
– – 0.03% 177
2018
Q1 		$133K Sell
1,716
-994
-37% -$76.8K 0.03% 171
2017
Q4 		$228K Buy
2,710
+1,089
+67% +$95.1K 0.05% 139
2017
Q3 		$136K Hold
1,621
– – 0.04% 163
2017
Q2 		$135K Hold
1,621
– – 0.04% 156
2017
Q1 		$133K Buy
1,621
+74
+5% +$5.88K 0.04% 152
2016
Q4 		$120K Buy
1,547
+40
+3% +$3.06K 0.05% 154
2016
Q3 		$121K Sell
1,507
-7
-0.5% -$580 0.05% 148
2016
Q2 		$130K Sell
1,514
-460
-23% -$36.8K 0.05% 144
2016
Q1 		$159K Buy
1,974
+110
+6% +$8.32K 0.07% 129
2015
Q4 		$133K Sell
1,864
-384
-17% -$27K 0.07% 140
2015
Q3 		$162K Buy
2,248
+668
+42% +$48.4K 0.09% 124
2015
Q2 		$112K Sell
1,580
-1,782
-53% -$135K 0.06% 151
2015
Q1 		$258K Buy
3,362
+2,207
+191% +$179K 0.07% 141
2014
Q4 		$96K Hold
1,155
– – 0.05% 165
2014
Q3 		$86K Hold
1,155
– – 0.05% 179
2014
Q2 		$86K Buy
1,155
+367
+47% +$26.4K 0.05% 182
2014
Q1 		$56K Hold
788
– – 0.04% 203
2013
Q4 		$54K Buy
+788
New +$55.1K 0.04% 200

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return