Lebenthal Wealth Advisors’s Duke Energy DUK Stock Holding History

Lebenthal Wealth 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
2016 Q2	$336K	Buy	+3,919	New	+$313K	0.99%	45

Other funds holding DUK

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Lebenthal Wealth Advisors's DUK Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Duke Energy (DUK) in Q2 2016: 3,919 shares worth $336K. The stake represents 0.99% of the portfolio and ranks #45 among its holdings.

1,163 funds tracked by Wall St. Rank hold DUK as of Q2 2016.

Lebenthal Wealth Advisors held 3,919 shares of Duke Energy worth $336K as of Q2 2016.
Duke Energy was a new Lebenthal Wealth Advisors position in Q2 2016.
Duke Energy made up 0.99% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #45 holding.
1,163 funds tracked by Wall St. Rank held Duke Energy as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.