Lehman & Derafelo Financial Resources’s Duke Energy DUK Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$1.14M	Buy	11,112 +166	+2%	+$15.9K	0.34%	42
2022 Q3	$1.02M	Sell	10,946 -1,200	-10%	-$129K	0.32%	40
2022 Q2	$1.3M	Sell	12,146 -333	-3%	-$36.6K	0.4%	38
2022 Q1	$1.39M	Buy	12,479 +800	+7%	+$83.1K	0.39%	40
2021 Q4	$1.23M	Hold	11,679	–	–	0.37%	44
2021 Q3	$1.14M	Sell	11,679 -666	-5%	-$68.9K	0.37%	46
2021 Q2	$1.22M	Sell	12,345 -931	-7%	-$93.5K	0.33%	49
2021 Q1	$1.28M	Buy	13,276 +310	+2%	+$28.3K	0.36%	42
2020 Q4	$1.19M	Sell	12,966 -433	-3%	-$40.1K	0.36%	45
2020 Q3	$1.19M	Buy	13,399 +638	+5%	+$52.6K	0.38%	47
2020 Q2	$1.02M	Sell	12,761 -166	-1%	-$14K	0.36%	54
2020 Q1	$1.05M	Buy	12,927 +400	+3%	+$36.7K	0.44%	38
2019 Q4	$1.14M	Hold	12,527	–	–	0.41%	43
2019 Q3	$1.2M	Hold	12,527	–	–	0.46%	39
2019 Q2	$1.12M	Buy	12,527 +600	+5%	+$53K	0.46%	38
2019 Q1	$1.07M	Hold	11,927	–	–	0.46%	36
2018 Q4	$1.03M	Buy	+11,927	New	+$1.02M	0.51%	33

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources's DUK Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Duke Energy (DUK) stake by 1.5% in Q4 2022, buying an estimated $15.9K and bringing the position to 11,112 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #42.

Lehman & Derafelo Financial Resources first reported a position in DUK in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.39M in Q1 2022. 1,833 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

Lehman & Derafelo Financial Resources held 11,112 shares of Duke Energy worth $1.14M as of Q4 2022.
Lehman & Derafelo Financial Resources bought 166 Duke Energy shares in Q4 2022, an estimated $15.9K.
Duke Energy made up 0.34% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #42 holding.
Lehman & Derafelo Financial Resources first reported a position in Duke Energy in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Duke Energy position peaked at $1.39M in Q1 2022.
1,833 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.