LWS
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Lucia Wealth Services’s Duke Energy DUK Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-948
Closed -$76K – 186
2018
Q3 		$76K Buy
948
+232
+32% +$18.8K 0.02% 171
2018
Q2 		$57K Buy
716
+344
+92% +$26.5K 0.03% 156
2018
Q1 		$29K Buy
+372
New +$28.8K 0.01% 160

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lucia Wealth Services's DUK Position: Q4 2018 in Review

Lucia Wealth Services sold out of Duke Energy (DUK) in Q4 2018, closing a stake of 948 shares — an estimated $76K sold.

Lucia Wealth Services first reported a position in DUK in Q1 2018 and held it in 3 quarters. The position peaked at $76K in Q3 2018. 1,406 funds tracked by Wall St. Rank hold DUK as of Q4 2018.

  • Lucia Wealth Services reported no remaining Duke Energy position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 948 Duke Energy shares in Q4 2018, an estimated $76K.
  • Lucia Wealth Services first reported a position in Duke Energy in Q1 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Duke Energy position peaked at $76K in Q3 2018.
  • 1,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.