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Lighthouse Financial Advisors’s Duke Energy DUK Stock Holding History

Lighthouse Financial 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
2021
Q1 		$358K Sell
3,710
-633
-15% -$57.8K 0.11% 87
2020
Q4 		$397K Buy
4,343
+62
+1% +$5.74K 0.13% 83
2020
Q3 		$379K Buy
4,281
+38
+0.9% +$3.13K 0.14% 78
2020
Q2 		$339K Sell
4,243
-51
-1% -$4.31K 0.14% 76
2020
Q1 		$340K Buy
4,294
+124
+3% +$11.4K 0.21% 64
2019
Q4 		$380K Buy
+4,170
New +$382K 0.18% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lighthouse Financial Advisors's DUK Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Duke Energy (DUK) stake by 15% in Q1 2021, selling an estimated $57.8K and leaving 3,710 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #87.

Lighthouse Financial Advisors first reported a position in DUK in Q4 2019 and has held it in 6 quarters since. The position peaked at $397K in Q4 2020. 1,647 funds tracked by Wall St. Rank hold DUK as of Q1 2021.

  • Lighthouse Financial Advisors held 3,710 shares of Duke Energy worth $358K as of Q1 2021.
  • Lighthouse Financial Advisors sold 633 Duke Energy shares in Q1 2021, an estimated $57.8K.
  • Duke Energy made up 0.11% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #87 holding.
  • Lighthouse Financial Advisors first reported a position in Duke Energy in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Duke Energy position peaked at $397K in Q4 2020.
  • 1,647 funds tracked by Wall St. Rank held Duke Energy as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.