Lafayette Investments’s Duke Energy DUK Stock Holding History

Lafayette Investments’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	$495K	Hold	3,914	–	–	0.09%	106
2026 Q1	$513K	Hold	3,914	–	–	0.1%	103
2025 Q4	$459K	Hold	3,914	–	–	0.09%	108
2025 Q3	$484K	Buy	3,914 +10	+0.3%	+$1.21K	0.09%	97
2025 Q2	$461K	Buy	+3,904	New	+$461K	0.09%	97
2023 Q3	–	Sell	-3,400	Closed	-$305K	–	129
2023 Q2	$305K	Hold	3,400	–	–	0.08%	98
2023 Q1	$328K	Sell	3,400 -1,000	-23%	-$98.8K	0.09%	94
2022 Q4	$453K	Sell	4,400 -645	-13%	-$61.9K	0.13%	83
2022 Q3	$469K	Hold	5,045	–	–	0.14%	78
2022 Q2	$541K	Sell	5,045 -1,750	-26%	-$192K	0.16%	73
2022 Q1	$759K	Hold	6,795	–	–	0.19%	68
2021 Q4	$713K	Hold	6,795	–	–	0.18%	70
2021 Q3	$663K	Hold	6,795	–	–	0.18%	70
2021 Q2	$671K	Buy	+6,795	New	+$683K	0.18%	70

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lafayette Investments's DUK Position: Q2 2026 in Review

Lafayette Investments held its Duke Energy (DUK) position steady in Q2 2026 at 3,914 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #106.

Lafayette Investments first reported a position in DUK in Q2 2021 and has held it in 14 quarters since. The position peaked at $759K in Q1 2022. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Lafayette Investments held 3,914 shares of Duke Energy worth $495K as of Q2 2026.
Lafayette Investments left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.09% of Lafayette Investments's portfolio in Q2 2026, its #106 holding.
Lafayette Investments first reported a position in Duke Energy in Q2 2021 and has held it in 14 quarters since.
Lafayette Investments's Duke Energy position peaked at $759K in Q1 2022.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.