L & S Advisors’s Duke Energy DUK Stock Holding History

L & S Advisors’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 Q1	$11.2M	Buy	+85,899	New	+$10.7M	1.42%	15
2025 Q4	–	Sell	-30,455	Closed	-$3.77M	–	376
2025 Q3	$3.77M	Buy	+30,455	New	+$3.7M	0.36%	70
2025 Q2	–	Sell	-33,842	Closed	-$4.13M	–	350
2025 Q1	$4.13M	Buy	33,842 +132	+0.4%	+$15K	0.51%	53
2024 Q4	$3.63M	Buy	33,710 +13,617	+68%	+$1.54M	0.4%	69
2024 Q3	$2.32M	Sell	20,093 -4,145	-17%	-$461K	0.24%	111
2024 Q2	$2.43M	Buy	24,238 +1,833	+8%	+$183K	0.28%	97
2024 Q1	$2.17M	Buy	+22,405	New	+$2.13M	0.25%	120
2023 Q1	–	Sell	-27,744	Closed	-$2.86M	–	312
2022 Q4	$2.86M	Buy	+27,744	New	+$2.66M	0.53%	53
2022 Q3	–	Sell	-49,158	Closed	-$5.27M	–	242
2022 Q2	$5.27M	Buy	49,158 +118	+0.2%	+$13K	0.88%	29
2022 Q1	$5.48M	Buy	+49,040	New	+$5.09M	0.65%	51

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

L & S Advisors's DUK Position: Q1 2026 in Review

L & S Advisors opened a new position in Duke Energy (DUK) in Q1 2026: 85,899 shares worth $11.2M. The stake represents 1.42% of the portfolio and ranks #15 among its holdings. This is a return to the name: L & S Advisors previously reported a position in DUK as recently as Q3 2025.

L & S Advisors first reported a position in DUK in Q1 2022 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

L & S Advisors held 85,899 shares of Duke Energy worth $11.2M as of Q1 2026.
Duke Energy was a new L & S Advisors position in Q1 2026.
Duke Energy made up 1.42% of L & S Advisors's portfolio in Q1 2026, its #15 holding.
L & S Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 10 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.