Lake Point Wealth Management’s Duke Energy DUK Stock Holding History

Lake Point Wealth 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
2022 Q2	$4K	Hold	33	–	–	﹤0.01%	249
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	258
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	294
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	277
2021 Q2	$3K	Buy	+33	New	+$3.31K	﹤0.01%	287
2020 Q1	$7K	Hold	90	–	–	0.01%	135
2019 Q4	$8K	Buy	+90	New	+$8.25K	﹤0.01%	295
2019 Q2	$98K	Hold	1,105	–	–	0.03%	85
2019 Q1	$98K	Sell	1,105 -7,140	-87%	-$630K	0.03%	85
2018 Q4	$712K	Buy	+8,245	New	+$702K	0.27%	65

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Lake Point Wealth Management's DUK Position: Q2 2022 in Review

Lake Point Wealth Management held its Duke Energy (DUK) position steady in Q2 2022 at 33 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Lake Point Wealth Management first reported a position in DUK in Q4 2018 and has held it in 10 quarters since. The position peaked at $712K in Q4 2018. 1,807 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

Lake Point Wealth Management held 33 shares of Duke Energy worth $4K as of Q2 2022.
Lake Point Wealth Management left its Duke Energy share count unchanged in Q2 2022.
Duke Energy made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #249 holding.
Lake Point Wealth Management first reported a position in Duke Energy in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Duke Energy position peaked at $712K in Q4 2018.
1,807 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.