LifePlan Financial Group’s Duke Energy DUK Stock Holding History

LifePlan Financial Group’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
2020 Q3	$12K	Hold	130	–	–	0.01%	392
2020 Q2	$10K	Hold	130	–	–	﹤0.01%	410
2020 Q1	$11K	Hold	130	–	–	0.01%	386
2019 Q4	$12K	Hold	130	–	–	0.01%	400
2019 Q3	$12K	Hold	130	–	–	0.01%	397
2019 Q2	$11K	Hold	130	–	–	0.01%	396
2019 Q1	$12K	Hold	130	–	–	0.01%	390
2018 Q4	$11K	Hold	130	–	–	0.01%	374
2018 Q3	$10K	Hold	130	–	–	0.01%	384
2018 Q2	$10K	Hold	130	–	–	0.01%	374
2018 Q1	$10K	Buy	+130	New	+$10K	0.01%	361
2014 Q2	–	Sell	-30	Closed	-$2K	–	102
2014 Q1	$2K	Hold	30	–	–	﹤0.01%	229
2013 Q4	$2K	Hold	30	–	–	﹤0.01%	217
2013 Q3	$2K	Hold	30	–	–	﹤0.01%	192
2013 Q2	$2K	Buy	+30	New	+$2.12K	﹤0.01%	168

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LifePlan Financial Group's DUK Position: Q3 2020 in Review

LifePlan Financial Group held its Duke Energy (DUK) position steady in Q3 2020 at 130 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #392.

LifePlan Financial Group first reported a position in DUK in Q2 2013 and has held it in 15 quarters since. 1,525 funds tracked by Wall St. Rank hold DUK as of Q3 2020.

LifePlan Financial Group held 130 shares of Duke Energy worth $12K as of Q3 2020.
LifePlan Financial Group left its Duke Energy share count unchanged in Q3 2020.
Duke Energy made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #392 holding.
LifePlan Financial Group first reported a position in Duke Energy in Q2 2013 and has held it in 15 quarters since.
1,525 funds tracked by Wall St. Rank held Duke Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.