GLLW
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Graves Light Lenhart Wealth’s Duke Energy DUK Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		$2.17M Buy
17,181
+796
+5% +$100K 0.2% 61
2026
Q1 		$2.15M Sell
16,385
-244
-1% -$30.5K 0.22% 61
2025
Q4 		$1.95M Sell
16,629
-299
-2% -$36.5K 0.21% 62
2025
Q3 		$2.09M Sell
16,928
-1,456
-8% -$177K 0.23% 61
2025
Q2 		$2.17M Buy
18,384
+433
+2% +$51.1K 0.26% 60
2025
Q1 		$2.19M Sell
17,951
-24
-0.1% -$2.74K 0.27% 60
2024
Q4 		$1.94M Sell
17,975
-33
-0.2% -$3.74K 0.24% 62
2024
Q3 		$2.08M Sell
18,008
-46
-0.3% -$5.12K 0.26% 62
2024
Q2 		$1.79M Buy
18,054
+27
+0.1% +$2.7K 0.21% 67
2024
Q1 		$1.74M Sell
18,027
-757
-4% -$71.8K 0.2% 66
2023
Q4 		$1.82M Buy
18,784
+1
+0% +$91 0.23% 66
2023
Q3 		$1.63M Sell
18,783
-329
-2% -$30.2K 0.22% 68
2023
Q2 		$1.72M Buy
19,112
+794
+4% +$74.9K 0.23% 72
2023
Q1 		$1.77M Buy
18,318
+1
+0% +$99 0.27% 66
2022
Q4 		$1.89M Buy
18,317
+1
+0% +$96 0.29% 68
2022
Q3 		$1.7M Buy
18,316
+1
+0% +$107 0.28% 66
2022
Q2 		$1.96M Sell
18,315
-1,028
-5% -$113K 0.3% 63
2022
Q1 		$2.16M Buy
19,343
+1
+0% +$104 0.3% 64
2021
Q4 		$2.03M Sell
19,342
-323
-2% -$32.7K 0.29% 63
2021
Q3 		$1.92M Hold
19,665
– – 0.3% 57
2021
Q2 		$1.94M Buy
19,665
+1
+0% +$100 0.31% 56
2021
Q1 		$1.9M Sell
19,664
-1,782
-8% -$163K 0.33% 56
2020
Q4 		$1.96M Sell
21,446
-623
-3% -$57.6K 0.37% 54
2020
Q3 		$1.95M Sell
22,069
-1,051
-5% -$86.6K 0.43% 52
2020
Q2 		$1.85M Sell
23,120
-1,368
-6% -$116K 0.43% 54
2020
Q1 		$1.98M Sell
24,488
-83
-0.3% -$7.62K 0.53% 49
2019
Q4 		$2.24M Buy
24,571
+274
+1% +$25.1K 0.47% 52
2019
Q3 		$2.29M Buy
24,297
+419
+2% +$38.1K 0.51% 53
2019
Q2 		$2.11M Buy
23,878
+1,857
+8% +$164K 0.5% 50
2019
Q1 		$1.98M Buy
22,021
+1,733
+9% +$153K 0.5% 50
2018
Q4 		$1.75M Buy
+20,288
New +$1.73M 0.51% 49

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Graves Light Lenhart Wealth's DUK Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Duke Energy (DUK) stake by 4.9% in Q2 2026, buying an estimated $100K and bringing the position to 17,181 shares worth $2.17M. The position accounts for 0.2% of the portfolio, ranked #61.

Graves Light Lenhart Wealth first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.29M in Q3 2019. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Graves Light Lenhart Wealth held 17,181 shares of Duke Energy worth $2.17M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 796 Duke Energy shares in Q2 2026, an estimated $100K.
  • Duke Energy made up 0.2% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #61 holding.
  • Graves Light Lenhart Wealth first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Duke Energy position peaked at $2.29M in Q3 2019.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.