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Lionsbridge Wealth Management’s Duke Energy DUK Stock Holding History

Lionsbridge Wealth Management’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
Q1 		– Sell
-164
Closed -$14K – 105
2019
Q4 		$14K Buy
+164
New +$15K 0.01% 105

Other funds holding DUK

Vanguard Group
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lionsbridge Wealth Management's DUK Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Duke Energy (DUK) in Q1 2020, closing a stake of 164 shares — an estimated $14K sold.

Lionsbridge Wealth Management first reported a position in DUK in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold DUK as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Duke Energy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 164 Duke Energy shares in Q1 2020, an estimated $14K.
  • Lionsbridge Wealth Management first reported a position in Duke Energy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Duke Energy position peaked at $14K in Q4 2019.
  • 1,506 funds tracked by Wall St. Rank held Duke Energy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.