White Lighthouse Investment Management’s Duke Energy DUK Stock Holding History

White Lighthouse Investment 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
2024 Q3	–	Sell	-4,161	Closed	-$417K	–	132
2024 Q2	$417K	Hold	4,161	–	–	0.08%	90
2024 Q1	$402K	Buy	4,161 +1	+0%	+$95	0.08%	89
2023 Q4	$404K	Hold	4,160	–	–	0.09%	88
2023 Q3	$367K	Hold	4,160	–	–	0.09%	91
2023 Q2	$373K	Hold	4,160	–	–	0.09%	88
2023 Q1	$401K	Hold	4,160	–	–	0.1%	85
2022 Q4	$428K	Hold	4,160	–	–	0.12%	83
2022 Q3	$387K	Hold	4,160	–	–	0.11%	83
2022 Q2	$446K	Hold	4,160	–	–	0.13%	79
2022 Q1	$465K	Hold	4,160	–	–	0.12%	81
2021 Q4	$436K	Hold	4,160	–	–	0.11%	82
2021 Q3	$406K	Hold	4,160	–	–	0.11%	84
2021 Q2	$411K	Sell	4,160 -214	-5%	-$21.5K	0.11%	84
2021 Q1	$422K	Hold	4,374	–	–	0.13%	82
2020 Q4	$400K	Hold	4,374	–	–	0.13%	79
2020 Q3	$387K	Hold	4,374	–	–	0.13%	83
2020 Q2	$349K	Buy	+4,374	New	+$370K	0.13%	90

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

White Lighthouse Investment Management's DUK Position: Q3 2024 in Review

White Lighthouse Investment Management sold out of Duke Energy (DUK) in Q3 2024, closing a stake of 4,161 shares — an estimated $417K sold.

White Lighthouse Investment Management first reported a position in DUK in Q2 2020 and held it in 17 quarters. The position peaked at $465K in Q1 2022. 2,069 funds tracked by Wall St. Rank hold DUK as of Q3 2024.

White Lighthouse Investment Management reported no remaining Duke Energy position as of Q3 2024 after selling out during the quarter.
White Lighthouse Investment Management sold 4,161 Duke Energy shares in Q3 2024, an estimated $417K.
White Lighthouse Investment Management first reported a position in Duke Energy in Q2 2020 and held it in 17 quarters.
White Lighthouse Investment Management's Duke Energy position peaked at $465K in Q1 2022.
2,069 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.

Based on White Lighthouse Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.