Lumature Wealth Partners’s Duke Energy DUK Stock Holding History

Lumature Wealth 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 Q2	$287K	Buy	3,194 +962	+43%	+$90.8K	0.17%	113
2023 Q1	$215K	Buy	2,232 +38	+2%	+$3.75K	0.12%	151
2022 Q4	$226K	Hold	2,194	–	–	0.13%	137
2022 Q3	$204K	Hold	2,194	–	–	0.11%	152
2022 Q2	$235K	Hold	2,194	–	–	0.1%	141
2022 Q1	$245K	Hold	2,194	–	–	0.1%	145
2021 Q4	$230K	Hold	2,194	–	–	0.09%	137
2021 Q3	$214K	Hold	2,194	–	–	0.09%	140
2021 Q2	$217K	Hold	2,194	–	–	0.09%	133
2021 Q1	$212K	Buy	+2,194	New	+$200K	0.11%	116

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's DUK Position: Q2 2023 in Review

Lumature Wealth Partners increased its Duke Energy (DUK) stake by 43% in Q2 2023, buying an estimated $90.8K and bringing the position to 3,194 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #113.

Lumature Wealth Partners first reported a position in DUK in Q1 2021 and has held it in 10 quarters since. 1,805 funds tracked by Wall St. Rank hold DUK as of Q2 2023.

Lumature Wealth Partners held 3,194 shares of Duke Energy worth $287K as of Q2 2023.
Lumature Wealth Partners bought 962 Duke Energy shares in Q2 2023, an estimated $90.8K.
Duke Energy made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #113 holding.
Lumature Wealth Partners first reported a position in Duke Energy in Q1 2021 and has held it in 10 quarters since.
1,805 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.