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 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 $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

Lafayette Investments's DUK Position: Q1 2026 in Review

Lafayette Investments held its Duke Energy (DUK) position steady in Q1 2026 at 3,914 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #103.

Lafayette Investments first reported a position in DUK in Q2 2021 and has held it in 13 quarters since. The position peaked at $759K in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Lafayette Investments held 3,914 shares of Duke Energy worth $513K as of Q1 2026.
Lafayette Investments left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.1% of Lafayette Investments's portfolio in Q1 2026, its #103 holding.
Lafayette Investments first reported a position in Duke Energy in Q2 2021 and has held it in 13 quarters since.
Lafayette Investments's Duke Energy position peaked at $759K in Q1 2022.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.