DLA
DUK icon

Douglas Lane & Associates’s Duke Energy DUK Stock Holding History

Douglas Lane & Associates’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
2026
Q3 		$618K Sell
5,421
-399
-7% -$48.9K 0.01% 172
2026
Q2 		$737K Buy
5,820
+1,741
+43% +$220K 0.01% 168
2026
Q1 		$534K Sell
4,079
-95
-2% -$11.9K 0.01% 177
2025
Q4 		$489K Hold
4,174
– – 0.01% 184
2025
Q3 		$517K Sell
4,174
-51
-1% -$6.19K 0.01% 177
2025
Q2 		$499K Sell
4,225
-259
-6% -$30.6K 0.01% 176
2025
Q1 		$547K Buy
4,484
+736
+20% +$83.9K 0.01% 180
2024
Q4 		$404K Buy
3,748
+314
+9% +$35.6K 0.01% 195
2024
Q3 		$396K Sell
3,434
-93
-3% -$10.4K 0.01% 198
2024
Q2 		$354K Sell
3,527
-804
-19% -$80.4K 0.01% 197
2024
Q1 		$419K Sell
4,331
-4
-0.1% -$379 0.01% 188
2023
Q4 		$421K Buy
4,335
+387
+10% +$35.2K 0.01% 187
2023
Q3 		$348K Buy
3,948
+11
+0.3% +$1.01K 0.01% 190
2023
Q2 		$353K Sell
3,937
-491
-11% -$46.3K 0.01% 188
2023
Q1 		$427K Buy
4,428
+396
+10% +$39.1K 0.01% 183
2022
Q4 		$415K Sell
4,032
-304
-7% -$29.2K 0.01% 186
2022
Q3 		$403K Sell
4,336
-100
-2% -$10.7K 0.01% 183
2022
Q2 		$476K Sell
4,436
-100
-2% -$11K 0.01% 176
2022
Q1 		$506K Sell
4,536
-578
-11% -$60K 0.01% 181
2021
Q4 		$536K Sell
5,114
-125
-2% -$12.7K 0.01% 177
2021
Q3 		$511K Buy
5,239
+18
+0.3% +$1.86K 0.01% 172
2021
Q2 		$515K Buy
5,221
+1,307
+33% +$131K 0.01% 169
2021
Q1 		$378K Sell
3,914
-153
-4% -$14K 0.01% 170
2020
Q4 		$372K Buy
4,067
+123
+3% +$11.4K 0.01% 169
2020
Q3 		$349K Buy
3,944
+59
+2% +$4.86K 0.01% 170
2020
Q2 		$310K Buy
3,885
+171
+5% +$14.4K 0.01% 176
2020
Q1 		$300K Sell
3,714
-18
-0.5% -$1.65K 0.01% 174
2019
Q4 		$340K Sell
3,732
-529
-12% -$48.5K 0.01% 177
2019
Q3 		$408K Buy
4,261
+1,713
+67% +$156K 0.01% 173
2019
Q2 		$225K Buy
+2,548
New +$225K ﹤0.01% 203

Other funds holding DUK

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Douglas Lane & Associates's DUK Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Duke Energy (DUK) stake by 6.9% in Q3 2026, selling an estimated $48.9K and leaving 5,421 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #172.

Douglas Lane & Associates first reported a position in DUK in Q2 2019 and has held it in 30 quarters since. The position peaked at $737K in Q2 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Douglas Lane & Associates held 5,421 shares of Duke Energy worth $618K as of Q3 2026.
  • Douglas Lane & Associates sold 399 Duke Energy shares in Q3 2026, an estimated $48.9K.
  • Duke Energy made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #172 holding.
  • Douglas Lane & Associates first reported a position in Duke Energy in Q2 2019 and has held it in 30 quarters since.
  • Douglas Lane & Associates's Duke Energy position peaked at $737K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.