Lenox Wealth Advisors’s Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 DUKH Stock Holding History

Lenox Wealth Advisors’s Portfolio DUKH Stock Details DUKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,734	Closed	-$69K	–	1022
2021 Q3	$69K	Hold	2,734	–	–	0.01%	196
2021 Q2	$72K	Hold	2,734	–	–	0.01%	184
2021 Q1	$71K	Hold	2,734	–	–	0.01%	150
2020 Q4	$73K	Buy	+2,734	New	+$71.3K	0.01%	146

Lenox Wealth Advisors's DUKH Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 (DUKH) in Q4 2021, closing a stake of 2,734 shares — an estimated $69K sold.

Lenox Wealth Advisors first reported a position in DUKH in Q4 2020 and held it in 4 quarters. The position peaked at $73K in Q4 2020. 0 funds tracked by Wall St. Rank hold DUKH as of Q4 2021.

Lenox Wealth Advisors reported no remaining Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 2,734 Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 shares in Q4 2021, an estimated $69K.
Lenox Wealth Advisors first reported a position in Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 in Q4 2020 and held it in 4 quarters.
Lenox Wealth Advisors's Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 position peaked at $73K in Q4 2020.
0 funds tracked by Wall St. Rank held Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.