Back to DUK-PA
Lord & Richards Wealth Management, LLC → DUK-PA
Lord & Richards Wealth Management, LLC DUK-PA Position History
DUK-PA
Quarters held
32
Latest value
$6K
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $481K |
| Q3 2025 | $5.7M |
| Q3 2025 | $935K |
| Q3 2025 | $212K |
| Q3 2025 | $332K |
| Q3 2025 | $51K |
| Q3 2025 | $128K |
| Q4 2025 | $6.2M |
| Q4 2025 | $992K |
| Q4 2025 | $269K |
| Q4 2025 | $377K |
| Q4 2025 | $72K |
| Q4 2025 | $142K |
| Q1 2026 | $6M |
| Q1 2026 | $971K |
| Q1 2026 | $274K |
| Q1 2026 | $367K |
| Q1 2026 | $60K |
| Q1 2026 | $158K |
| Q2 2026 | $7.6M |
| Q2 2026 | $347K |
| Q2 2026 | $429K |
| Q2 2026 | $205K |
| Q3 2026 | $376K |
| Q3 2026 | $87K |
| Q3 2026 | $5K |
| Q3 2026 | $55K |
| Q3 2026 | $6.2M |
| Q3 2026 | $210K |
| Q3 2026 | $413K |
| Q3 2026 | $157K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 214 | — | — |
| Q3 2026 | $157K | 5.8K | — | — |
| Q3 2026 | $413K | 15.2K | — | — |
| Q3 2026 | $210K | 7.7K | — | — |
| Q3 2026 | $6.2M | 229.3K | — | — |
| Q3 2026 | $55K | 479 | — | — |
| Q3 2026 | $5K | 42 | — | — |
| Q3 2026 | $87K | 759 | — | — |
| Q3 2026 | $376K | 3.3K | — | — |
| Q2 2026 | $205K | 7.1K | — | — |
| Q2 2026 | $429K | 14.9K | — | — |
| Q2 2026 | $347K | 12.1K | — | — |
| Q2 2026 | $7.6M | 264.3K | — | — |
| Q1 2026 | $158K | 5.8K | — | — |
| Q1 2026 | $60K | 2.2K | — | — |
| Q1 2026 | $367K | 13.4K | — | — |
| Q1 2026 | $274K | 10.0K | — | — |
| Q1 2026 | $971K | 35.5K | — | — |
| Q1 2026 | $6M | 220.0K | — | — |
| Q4 2025 | $142K | 5.0K | — | — |
| Q4 2025 | $72K | 2.5K | — | — |
| Q4 2025 | $377K | 13.2K | — | — |
| Q4 2025 | $269K | 9.5K | — | — |
| Q4 2025 | $992K | 34.8K | — | — |
| Q4 2025 | $6.2M | 218.8K | — | — |
| Q3 2025 | $128K | 4.4K | — | — |
| Q3 2025 | $51K | 1.8K | — | — |
| Q3 2025 | $332K | 11.5K | — | — |
| Q3 2025 | $212K | 7.3K | — | — |
| Q3 2025 | $935K | 32.4K | — | — |
| Q3 2025 | $5.7M | 198.0K | — | — |
| Q3 2025 | $481K | 16.7K | — | — |
Other funds holding DUK-PA
$5.8B
$5.7B
$5.7B
$1.9B
$554.9M
$539.5M