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Lehman Financial Resources’s Duke Energy DUK Stock Holding History

Lehman 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
2018
Q3 		$954K Buy
11,927
+200
+2% +$16.2K 0.45% 34
2018
Q2 		$927K Hold
11,727
– – 0.47% 35
2018
Q1 		$908K Buy
11,727
+323
+3% +$25K 0.47% 35
2017
Q4 		$959K Hold
11,404
– – 0.5% 34
2017
Q3 		$957K Sell
11,404
-93
-0.8% -$7.96K 0.49% 34
2017
Q2 		$966K Hold
11,497
– – 0.54% 31
2017
Q1 		$942K Buy
11,497
+93
+0.8% +$7.39K 0.52% 32
2016
Q4 		$885K Sell
11,404
-200
-2% -$15.3K 0.5% 32
2016
Q3 		$928K Sell
11,604
-492
-4% -$40.7K 0.54% 32
2016
Q2 		$1.04M Sell
12,096
-1,432
-11% -$114K 0.52% 33
2016
Q1 		$1.09M Hold
13,528
– – 0.58% 31
2015
Q4 		$965K Sell
13,528
-333
-2% -$23.4K 0.52% 30
2015
Q3 		$997K Hold
13,861
– – 0.51% 32
2015
Q2 		$978K Hold
13,861
– – 0.47% 31
2015
Q1 		$1.06M Buy
13,861
+554
+4% +$45K 0.49% 30
2014
Q4 		$1.11M Sell
13,307
-332
-2% -$26.8K 0.55% 33
2014
Q3 		$1.02M Buy
13,639
+360
+3% +$26.3K 0.53% 34
2014
Q2 		$985K Hold
13,279
– – 0.47% 36
2014
Q1 		$946K Hold
13,279
– – 0.49% 33
2013
Q4 		$916K Sell
13,279
-300
-2% -$21K 0.57% 32
2013
Q3 		$907K Buy
13,579
+367
+3% +$25K 0.58% 33
2013
Q2 		$892K Buy
+13,212
New +$934K 0.6% 30

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 $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lehman Financial Resources's DUK Position: Q3 2018 in Review

Lehman Financial Resources increased its Duke Energy (DUK) stake by 1.7% in Q3 2018, buying an estimated $16.2K and bringing the position to 11,927 shares worth $954K. The position accounts for 0.45% of the portfolio, ranked #34.

Lehman Financial Resources first reported a position in DUK in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2014. 1,320 funds tracked by Wall St. Rank hold DUK as of Q3 2018.

  • Lehman Financial Resources held 11,927 shares of Duke Energy worth $954K as of Q3 2018.
  • Lehman Financial Resources bought 200 Duke Energy shares in Q3 2018, an estimated $16.2K.
  • Duke Energy made up 0.45% of Lehman Financial Resources's portfolio in Q3 2018, its #34 holding.
  • Lehman Financial Resources first reported a position in Duke Energy in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Duke Energy position peaked at $1.11M in Q4 2014.
  • 1,320 funds tracked by Wall St. Rank held Duke Energy as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.