Joseph P. Lucia & Associates’s Duke Energy DUK Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-100	Closed	-$11K	–	191
2022 Q2	$11K	Hold	100	–	–	0.01%	300
2022 Q1	$11K	Buy	+100	New	+$10.4K	0.01%	308
2021 Q4	–	Sell	-100	Closed	-$10K	–	235
2021 Q3	$10K	Sell	100 -166	-62%	-$17.2K	0.01%	372
2021 Q2	$26K	Hold	266	–	–	0.02%	287
2021 Q1	$26K	Buy	266 +166	+166%	+$15.2K	0.01%	270
2020 Q4	$9K	Buy	+100	New	+$9.25K	0.01%	344
2020 Q3	–	Sell	-100	Closed	-$8K	–	177
2020 Q2	$8K	Hold	100	–	–	0.01%	334
2020 Q1	$8K	Hold	100	–	–	0.01%	300
2019 Q4	$9K	Hold	100	–	–	0.01%	315
2019 Q3	$10K	Hold	100	–	–	0.01%	314
2019 Q2	$9K	Sell	100 -8,911	-99%	-$788K	0.01%	312
2019 Q1	$100	Buy	+9,011	New	+$795K	0.01%	260

Other funds holding DUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joseph P. Lucia & Associates's DUK Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 100 shares — an estimated $11K sold.

Joseph P. Lucia & Associates first reported a position in DUK in Q1 2019 and held it in 12 quarters. The position peaked at $26K in Q2 2021. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 Duke Energy shares in Q3 2022, an estimated $11K.
Joseph P. Lucia & Associates first reported a position in Duke Energy in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Duke Energy position peaked at $26K in Q2 2021.
1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.