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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
Q2 		$324K Sell
2,557
-83,342
-97% -$10.5M 0.03% 203
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
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

L & S Advisors's DUK Position: Q2 2026 in Review

L & S Advisors reduced its Duke Energy (DUK) stake by 97% in Q2 2026, selling an estimated $10.5M and leaving 2,557 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #203.

L & S Advisors first reported a position in DUK in Q1 2022 and has held it in 11 quarters since. The position peaked at $11.2M in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • L & S Advisors held 2,557 shares of Duke Energy worth $324K as of Q2 2026.
  • L & S Advisors sold 83,342 Duke Energy shares in Q2 2026, an estimated $10.5M.
  • Duke Energy made up 0.03% of L & S Advisors's portfolio in Q2 2026, its #203 holding.
  • L & S Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 11 quarters since.
  • L & S Advisors's Duke Energy position peaked at $11.2M in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.