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Lighthouse Investment Partners’s Duke Energy DUK Stock Holding History

Lighthouse Investment Partners’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
2023
Q4 		– Sell
-92,639
Closed -$8.18M – 324
2023
Q3 		$8.18M Buy
+92,639
New +$8.49M 0.33% 64

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Wellington Management Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lighthouse Investment Partners's DUK Position: Q4 2023 in Review

Lighthouse Investment Partners sold out of Duke Energy (DUK) in Q4 2023, closing a stake of 92,639 shares — an estimated $8.18M sold.

Lighthouse Investment Partners first reported a position in DUK in Q3 2023 and held it in 1 quarter. The position peaked at $8.18M in Q3 2023. 1,905 funds tracked by Wall St. Rank hold DUK as of Q4 2023.

  • Lighthouse Investment Partners reported no remaining Duke Energy position as of Q4 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 92,639 Duke Energy shares in Q4 2023, an estimated $8.18M.
  • Lighthouse Investment Partners first reported a position in Duke Energy in Q3 2023 and held it in 1 quarter.
  • Lighthouse Investment Partners's Duke Energy position peaked at $8.18M in Q3 2023.
  • 1,905 funds tracked by Wall St. Rank held Duke Energy as of Q4 2023.

Based on Lighthouse Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.