Clark Capital Management Group Cut Its Stake in Lpl Finl Hldgs (LPLA) as Valuation Rose; Duke Energy New (DUK) Shareholder Zwj Investment Counsel Has Boosted Stake

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Zwj Investment Counsel Inc increased its stake in Duke Energy Corp New (DUK) by 42.34% based on its latest 2018Q4 regulatory filing with the SEC. Zwj Investment Counsel Inc bought 5,521 shares as the company’s stock rose 2.60% with the market. The institutional investor held 18,560 shares of the power generation company at the end of 2018Q4, valued at $1.60 million, up from 13,039 at the end of the previous reported quarter. Zwj Investment Counsel Inc who had been investing in Duke Energy Corp New for a number of months, seems to be bullish on the $65.93B market cap company. The stock increased 0.37% or $0.33 during the last trading session, reaching $90.69. About 1.71 million shares traded. Duke Energy Corporation (NYSE:DUK) has risen 18.95% since March 15, 2018 and is uptrending. It has outperformed by 14.58% the S&P500. Some Historical DUK News: 16/04/2018 – DUKE ENERGY’S $62M SOLAR REBATE PROGRAM APPROVED FOR NORTH CARO; 07/05/2018 – Duke Energy helps South Carolina customers go solar with more than $50 million in rebates; 20/04/2018 – Florida PSC: Enter titleFlorida PSC Saves Duke Energy Customers Millions of Dollars; 08/05/2018 – Duke Energy Corp expected to post earnings of $1.14 a share – Earnings Preview; 16/05/2018 – Duke Energy: Hydroelectric Plant Sale to Close in 1Q of 2019; 29/03/2018 – Dominion to complete Atlantic Coast natgas pipe by end 2019; 09/03/2018 – Duke Energy Announces Closing of Common Stk Offering With a Forward Component; 25/04/2018 – Duke Energy Names Harry Sideris Chief Distribution Officer; 11/04/2018 – Chapel Hill: Duke Energy Door-to-Door Marketing; 16/05/2018 – Duke Energy to sell five small hydroelectric plants to Northbrook Energy

Clark Capital Management Group Inc decreased its stake in Lpl Finl Hldgs Inc (LPLA) by 43.34% based on its latest 2018Q4 regulatory filing with the SEC. Clark Capital Management Group Inc sold 30,488 shares as the company’s stock rose 17.64% with the market. The institutional investor held 39,865 shares of the investment bankers and brokers and service company at the end of 2018Q4, valued at $2.44 million, down from 70,353 at the end of the previous reported quarter. Clark Capital Management Group Inc who had been investing in Lpl Finl Hldgs Inc for a number of months, seems to be less bullish one the $6.26 billion market cap company. The stock decreased 0.24% or $0.18 during the last trading session, reaching $74.07. About 92,265 shares traded. LPL Financial Holdings Inc. (NASDAQ:LPLA) has risen 20.44% since March 15, 2018 and is uptrending. It has outperformed by 16.07% the S&P500. Some Historical LPLA News: 06/03/2018 – Craig Smith Honored As A Top Advisor By LPL Financial; 02/05/2018 – Regulators: LPL Will Buy Back Illegally Sold Securities From Investors With Interest; 03/05/2018 – LPL FINANCIAL 1Q EPS $1.01, EST. 78C; 03/05/2018 – LPL FINANCIAL 1Q EPS $1.01; 22/05/2018 – LPL Financial Reports Monthly Activity for April 2018; 22/03/2018 – LPL FINANCIAL HOLDINGS INC – BROKERAGE & ADVISORY ASSETS SERVED AT FEB END WERE ABOUT $651 BLN, A 2.3 PERCENT INCREASE COMPARED TO END OF JANUARY 2018; 06/03/2018 – LPL Flubs its Platform Conversion — Barrons.com; 22/05/2018 – LPL FINANCIAL APRIL TOTAL NET NEW ASSETS $2.1B; 03/05/2018 – LPL FINANCIAL 1Q EBITDA $647.8M; 22/03/2018 – LPL Financial Reports Monthly Activity for February 2018

More notable recent Duke Energy Corporation (NYSE:DUK) news were published by: Bizjournals.com which released: “Duke Energy names fourth woman to its board of directors – Charlotte Business Journal” on March 01, 2019, also Seekingalpha.com with their article: “Pension fund group wants electric utilities to speed decarbonization plans – Seeking Alpha” published on February 28, 2019, Bizjournals.com published: “Troubled PG&E reportedly close to naming next CEO – San Francisco Business Times” on March 13, 2019. More interesting news about Duke Energy Corporation (NYSE:DUK) were released by: Bizjournals.com and their article: “CBJ Morning Buzz: Charlotte builder gets green light for 200+ homes; Longtime Bojangles’ exec to exit; Duke Energy disputes coal-ash report – Charlotte Business Journal” published on March 06, 2019 as well as Seekingalpha.com‘s news article titled: “Duke Energy’s integrated resource plan under fire in North Carolina – Seeking Alpha” with publication date: March 11, 2019.

Investors sentiment increased to 1.01 in Q4 2018. Its up 0.10, from 0.91 in 2018Q3. It is positive, as 53 investors sold DUK shares while 361 reduced holdings. 102 funds opened positions while 317 raised stakes. 437.22 million shares or 7.02% more from 408.54 million shares in 2018Q3 were reported. Aqr Cap Mgmt holds 539,343 shares. 14,343 are owned by American Invest Ser. Fiduciary Financial Services Of The Southwest Tx reported 64,981 shares stake. Beacon Financial Grp invested in 73,980 shares or 1.19% of the stock. Moreover, Country Club Trust Na has 0.04% invested in Duke Energy Corporation (NYSE:DUK) for 3,153 shares. Connecticut-based Massmutual Fsb Adv has invested 0% in Duke Energy Corporation (NYSE:DUK). Cullen Cap Mgmt Limited Liability Company has 35,560 shares. Indiana-based Lynch & Assoc In has invested 1.02% in Duke Energy Corporation (NYSE:DUK). California-based First Quadrant LP Ca has invested 0.03% in Duke Energy Corporation (NYSE:DUK). Moreover, Windsor Cap Mgmt Llc has 0.1% invested in Duke Energy Corporation (NYSE:DUK). Birch Hill Advisors Ltd Liability Corp reported 8,651 shares. Tsp Mgmt Group Lc invested in 28,726 shares. Glenmede Na reported 0.04% in Duke Energy Corporation (NYSE:DUK). Monetary Management Group Inc stated it has 0.14% in Duke Energy Corporation (NYSE:DUK). Alpha Cubed Invests Ltd Liability Co holds 0.07% of its portfolio in Duke Energy Corporation (NYSE:DUK) for 5,537 shares.

Zwj Investment Counsel Inc, which manages about $1.35 billion and $1.06B US Long portfolio, decreased its stake in Verizon Communications Inc (NYSE:VZ) by 5,400 shares to 476,277 shares, valued at $26.78M in 2018Q4, according to the filing. It also reduced its holding in Schlumberger Ltd (NYSE:SLB) by 174,605 shares in the quarter, leaving it with 166,632 shares, and cut its stake in Molson Coors Brewing Co (NYSE:TAP).

Clark Capital Management Group Inc, which manages about $1.95 billion and $3.72B US Long portfolio, upped its stake in Celanese Corp Del (NYSE:CE) by 393,472 shares to 676,307 shares, valued at $60.85 million in 2018Q4, according to the filing. It also increased its holding in Hill Rom Hldgs Inc (NYSE:HRC) by 5,063 shares in the quarter, for a total of 35,295 shares, and has risen its stake in Vanguard Intl Equity Index F (VWO).

Analysts await LPL Financial Holdings Inc. (NASDAQ:LPLA) to report earnings on May, 2. They expect $1.64 earnings per share, up 62.38% or $0.63 from last year’s $1.01 per share. LPLA’s profit will be $138.49 million for 11.29 P/E if the $1.64 EPS becomes a reality. After $1.49 actual earnings per share reported by LPL Financial Holdings Inc. for the previous quarter, Wall Street now forecasts 10.07% EPS growth.

More notable recent LPL Financial Holdings Inc. (NASDAQ:LPLA) news were published by: Nasdaq.com which released: “Zacks.com featured highlights include: Oshkosh, Allison Transmission, LPL and Stryker – Nasdaq” on February 15, 2019, also Nasdaq.com with their article: “KBW Announces Index Rebalancing for First-Quarter 2019 – Nasdaq” published on March 09, 2019, Nasdaq.com published: “Financial Sector Update for 02/01/2019: LPLA, AON, MPW – Nasdaq” on February 01, 2019. More interesting news about LPL Financial Holdings Inc. (NASDAQ:LPLA) were released by: Nasdaq.com and their article: “ETFs Drive 2019 Bull Market: Fund & Stock Plays – Nasdaq” published on March 06, 2019 as well as Nasdaq.com‘s news article titled: “E*TRADE’s (ETFC) January DARTs & New Brokerage Assets Fall – Nasdaq” with publication date: February 14, 2019.

LPL Financial Holdings Inc. (NASDAQ:LPLA) Institutional Positions Chart