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Lountzis Asset Management’s Duke Energy DUK Stock Holding History

Lountzis Asset 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
2021
Q4 		– Sell
-333
Closed -$32.5K – 51
2021
Q3 		$32.5K Hold
333
– – 0.02% 63
2021
Q2 		$32K Hold
333
– – 0.02% 62
2021
Q1 		$32.1K Hold
333
– – 0.02% 59
2020
Q4 		$30K Buy
+333
New +$30.8K 0.02% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lountzis Asset Management's DUK Position: Q4 2021 in Review

Lountzis Asset Management sold out of Duke Energy (DUK) in Q4 2021, closing a stake of 333 shares — an estimated $32.5K sold.

Lountzis Asset Management first reported a position in DUK in Q4 2020 and held it in 4 quarters. The position peaked at $32.5K in Q3 2021. 1,790 funds tracked by Wall St. Rank hold DUK as of Q4 2021.

  • Lountzis Asset Management reported no remaining Duke Energy position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 333 Duke Energy shares in Q4 2021, an estimated $32.5K.
  • Lountzis Asset Management first reported a position in Duke Energy in Q4 2020 and held it in 4 quarters.
  • Lountzis Asset Management's Duke Energy position peaked at $32.5K in Q3 2021.
  • 1,790 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.