LWM Advisory Services’s Duke Energy DUK Stock Holding History

LWM Advisory 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
2022 Q3	–	Sell	-2,528	Closed	-$270K	–	119
2022 Q2	$270K	Buy	+2,528	New	+$278K	0.32%	88

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LWM Advisory Services's DUK Position: Q3 2022 in Review

LWM Advisory Services sold out of Duke Energy (DUK) in Q3 2022, closing a stake of 2,528 shares — an estimated $270K sold.

LWM Advisory Services first reported a position in DUK in Q2 2022 and held it in 1 quarter. The position peaked at $270K in Q2 2022. 1,754 funds tracked by Wall St. Rank hold DUK as of Q3 2022.

LWM Advisory Services reported no remaining Duke Energy position as of Q3 2022 after selling out during the quarter.
LWM Advisory Services sold 2,528 Duke Energy shares in Q3 2022, an estimated $270K.
LWM Advisory Services first reported a position in Duke Energy in Q2 2022 and held it in 1 quarter.
LWM Advisory Services's Duke Energy position peaked at $270K in Q2 2022.
1,754 funds tracked by Wall St. Rank held Duke Energy as of Q3 2022.

Based on LWM Advisory Services's 13F filing for Q3 2022, filed 16 Nov 2022.