Lenox Wealth Advisors’s Duke Energy DUK Stock Holding History

Lenox 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
2022 Q1	$76K	Buy	663 +2	+0.3%	+$208	0.01%	193
2021 Q4	$69K	Sell	661 -27	-4%	-$2.74K	0.01%	216
2021 Q3	$67K	Hold	688	–	–	0.01%	198
2021 Q2	$68K	Buy	688 +543	+374%	+$54.5K	0.01%	190
2021 Q1	$14K	Buy	+145	New	+$13.2K	﹤0.01%	362
2020 Q3	–	Sell	-93	Closed	-$7K	–	585
2020 Q2	$7K	Buy	+93	New	+$7.86K	﹤0.01%	407
2020 Q1	–	Sell	-6	Closed	-$1K	–	805
2019 Q4	$1K	Buy	+6	New	+$550	﹤0.01%	668
2019 Q2	–	Sell	-159	Closed	-$14K	–	455
2019 Q1	$14K	Buy	+159	New	+$14K	﹤0.01%	240
2018 Q3	–	Sell	-9	Closed	-$1K	–	443
2018 Q2	$1K	Buy	+9	New	+$692	﹤0.01%	509
2018 Q1	–	Sell	-2,193	Closed	-$184K	–	548
2017 Q4	$184K	Buy	+2,193	New	+$192K	0.05%	51
2016 Q4	–	Sell	-782	Closed	-$63K	–	130
2016 Q3	$63K	Hold	782	–	–	0.02%	73
2016 Q2	$67K	Hold	782	–	–	0.02%	72
2016 Q1	$63K	Hold	782	–	–	0.02%	76
2015 Q4	$56K	Hold	782	–	–	0.02%	80
2015 Q3	$56K	Buy	+782	New	+$56.6K	0.02%	75

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lenox Wealth Advisors's DUK Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Duke Energy (DUK) stake by 0.3% in Q1 2022, buying an estimated $208 and bringing the position to 663 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #193.

Lenox Wealth Advisors first reported a position in DUK in Q3 2015 and has held it in 15 quarters since. The position peaked at $184K in Q4 2017. 1,846 funds tracked by Wall St. Rank hold DUK as of Q1 2022.

Lenox Wealth Advisors held 663 shares of Duke Energy worth $76K as of Q1 2022.
Lenox Wealth Advisors bought 2 Duke Energy shares in Q1 2022, an estimated $208.
Duke Energy made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #193 holding.
Lenox Wealth Advisors first reported a position in Duke Energy in Q3 2015 and has held it in 15 quarters since.
Lenox Wealth Advisors's Duke Energy position peaked at $184K in Q4 2017.
1,846 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.