WIP
DUK icon

Wellesley Investment Partners’s Duke Energy DUK Stock Holding History

Wellesley Investment Partners’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
2017
Q2 		– Sell
-7,691
Closed -$630K – 120
2017
Q1 		$630K Buy
7,691
+1,685
+28% +$134K 0.28% 67
2016
Q4 		$466K Buy
6,006
+2,014
+50% +$154K 0.23% 69
2016
Q3 		$319K Buy
+3,992
New +$331K 0.17% 80

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellesley Investment Partners's DUK Position: Q2 2017 in Review

Wellesley Investment Partners sold out of Duke Energy (DUK) in Q2 2017, closing a stake of 7,691 shares — an estimated $630K sold.

Wellesley Investment Partners first reported a position in DUK in Q3 2016 and held it in 3 quarters. The position peaked at $630K in Q1 2017. 1,220 funds tracked by Wall St. Rank hold DUK as of Q2 2017.

  • Wellesley Investment Partners reported no remaining Duke Energy position as of Q2 2017 after selling out during the quarter.
  • Wellesley Investment Partners sold 7,691 Duke Energy shares in Q2 2017, an estimated $630K.
  • Wellesley Investment Partners first reported a position in Duke Energy in Q3 2016 and held it in 3 quarters.
  • Wellesley Investment Partners's Duke Energy position peaked at $630K in Q1 2017.
  • 1,220 funds tracked by Wall St. Rank held Duke Energy as of Q2 2017.

Based on Wellesley Investment Partners's 13F filing for Q2 2017, filed 8 Aug 2017.