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Lake Street Advisors Group’s Duke Energy DUK Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$698K Buy
6,477
+51
+0.8% +$5.78K 0.03% 275
2024
Q3 		$741K Buy
6,426
+215
+3% +$23.9K 0.03% 261
2024
Q2 		$622K Sell
6,211
-168
-3% -$16.8K 0.03% 283
2024
Q1 		$617K Buy
6,379
+1,003
+19% +$95.2K 0.03% 305
2023
Q4 		$522K Buy
+5,376
New +$489K 0.03% 321
2021
Q3 		– Sell
-3,296
Closed -$348K – 284
2021
Q2 		$348K Buy
3,296
+33
+1% +$3.31K 0.03% 217
2021
Q1 		$315K Buy
3,263
+329
+11% +$30K 0.03% 224
2020
Q4 		$269K Buy
2,934
+154
+6% +$14.2K 0.02% 243
2020
Q3 		$246K Buy
+2,780
New +$229K 0.02% 229
2020
Q2 		– Sell
-3,414
Closed -$276K – 277
2020
Q1 		$276K Buy
3,414
+690
+25% +$63.4K 0.03% 188
2019
Q4 		$248K Buy
2,724
+269
+11% +$24.7K 0.02% 212
2019
Q3 		$207K Hold
2,455
– – 0.02% 210
2019
Q2 		$217K Buy
+2,455
New +$217K 0.02% 197
2018
Q2 		– Sell
-3,632
Closed -$281K – 341
2018
Q1 		$281K Buy
3,632
+109
+3% +$8.43K 0.03% 214
2017
Q4 		$296K Buy
+3,523
New +$308K 0.03% 220

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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Advisors Group's DUK Position: Q4 2024 in Review

Lake Street Advisors Group increased its Duke Energy (DUK) stake by 0.79% in Q4 2024, buying an estimated $5.78K and bringing the position to 6,477 shares worth $698K. The position accounts for 0.03% of the portfolio, ranked #275.

Lake Street Advisors Group first reported a position in DUK in Q4 2017 and has held it in 15 quarters since. The position peaked at $741K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold DUK as of Q4 2024.

  • Lake Street Advisors Group held 6,477 shares of Duke Energy worth $698K as of Q4 2024.
  • Lake Street Advisors Group bought 51 Duke Energy shares in Q4 2024, an estimated $5.78K.
  • Duke Energy made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #275 holding.
  • Lake Street Advisors Group first reported a position in Duke Energy in Q4 2017 and has held it in 15 quarters since.
  • Lake Street Advisors Group's Duke Energy position peaked at $741K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Duke Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.