SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / DUK

Swaine & Leidel Wealth Services, LLC’s Duke Energy Corp New Position

Does Swaine & Leidel Wealth Services, LLC own Duke Energy Corp New (DUK)? Yes — 3.6K shares worth $4M (+2.74% of its 13F portfolio) as of Q1 2022, up from 2.2K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
3.6K
% of Portfolio
+2.74%
Quarters Held
6
currently held

Position History DUK

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q3 ’21: $211,000Q3 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20223.6K$4M+2.74%
Q3 20212.2K$211,000+0.19%
Q1 202136.9K$4M+2.30%
Q4 202036.4K$3M+2.42%
Q3 202035.4K$3M+3.05%
Q2 202033.9K$3M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of DUK.