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Sargent Bickham Lagudis’s Duke Energy DUK Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$200K Sell
1,942
-54
-3% -$5.18K 0.02% 271
2022
Q3 		$186K Hold
1,996
– – 0.02% 244
2022
Q2 		$214K Buy
1,996
+192
+11% +$21.1K 0.02% 243
2022
Q1 		$201K Hold
1,804
– – 0.02% 247
2021
Q4 		$189K Hold
1,804
– – 0.01% 255
2021
Q3 		$176K Buy
1,804
+133
+8% +$13.8K 0.01% 265
2021
Q2 		$165K Buy
1,671
+1,006
+151% +$101K 0.01% 280
2021
Q1 		$64K Sell
665
-307
-32% -$28K 0.01% 396
2020
Q4 		$89K Hold
972
– – 0.01% 347
2020
Q3 		$86K Hold
972
– – 0.01% 314
2020
Q2 		$78K Hold
972
– – 0.01% 302
2020
Q1 		$79K Sell
972
-320
-25% -$29.4K 0.01% 281
2019
Q4 		$118K Buy
1,292
+211
+20% +$19.3K 0.01% 261
2019
Q3 		$104K Buy
1,081
+3
+0.3% +$273 0.01% 256
2019
Q2 		$95K Buy
1,078
+503
+87% +$44.5K 0.01% 287
2019
Q1 		$52K Sell
575
-114
-17% -$10.1K 0.01% 383
2018
Q4 		$59K Buy
689
+4
+0.6% +$340 0.01% 339
2018
Q3 		$55K Buy
685
+4
+0.6% +$323 0.01% 347
2018
Q2 		$54K Sell
681
-186
-21% -$14.3K 0.01% 344
2018
Q1 		$67K Sell
867
-70
-7% -$5.41K 0.01% 314
2017
Q4 		$79K Sell
937
-244
-21% -$21.3K 0.01% 304
2017
Q3 		$99K Buy
1,181
+837
+243% +$71.7K 0.01% 287
2017
Q2 		$29K Hold
344
– – ﹤0.01% 434
2017
Q1 		$28K Hold
344
– – ﹤0.01% 438
2016
Q4 		$27K Sell
344
-64
-16% -$4.9K ﹤0.01% 426
2016
Q3 		$33K Sell
408
-284
-41% -$23.5K 0.01% 413
2016
Q2 		$59K Hold
692
– – 0.01% 321
2016
Q1 		$56K Buy
+692
New +$52.4K 0.01% 347

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sargent Bickham Lagudis's DUK Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Duke Energy (DUK) stake by 2.7% in Q4 2022, selling an estimated $5.18K and leaving 1,942 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #271.

Sargent Bickham Lagudis first reported a position in DUK in Q1 2016 and has held it in 28 quarters since. The position peaked at $214K in Q2 2022. 1,832 funds tracked by Wall St. Rank hold DUK as of Q4 2022.

  • Sargent Bickham Lagudis held 1,942 shares of Duke Energy worth $200K as of Q4 2022.
  • Sargent Bickham Lagudis sold 54 Duke Energy shares in Q4 2022, an estimated $5.18K.
  • Duke Energy made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #271 holding.
  • Sargent Bickham Lagudis first reported a position in Duke Energy in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Duke Energy position peaked at $214K in Q2 2022.
  • 1,832 funds tracked by Wall St. Rank held Duke Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.