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Lake Street Private Wealth’s Duke Energy DUK Stock Holding History

Lake Street Private 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 		$473K Hold
3,737
– – 0.05% 184
2026
Q1 		$489K Hold
3,737
– – 0.06% 171
2025
Q4 		$438K Buy
3,737
+120
+3% +$14.7K 0.05% 190
2025
Q3 		$448K Sell
3,617
-100
-3% -$12.1K 0.06% 182
2025
Q2 		$439K Hold
3,717
– – 0.06% 177
2025
Q1 		$453K Buy
3,717
+275
+8% +$31.3K 0.07% 159
2024
Q4 		$371K Sell
3,442
-925
-21% -$105K 0.06% 175
2024
Q3 		$504K Sell
4,367
-2,032
-32% -$226K 0.08% 159
2024
Q2 		$641K Sell
6,399
-150
-2% -$15K 0.08% 191
2024
Q1 		$633K Sell
6,549
-325
-5% -$30.8K 0.09% 198
2023
Q4 		$667K Sell
6,874
-1,030
-13% -$93.7K 0.11% 172
2023
Q3 		$701K Buy
7,904
+17
+0.2% +$1.56K 0.13% 155
2023
Q2 		$708K Sell
7,887
-173
-2% -$16.3K 0.12% 158
2023
Q1 		$778K Buy
8,060
+2,417
+43% +$239K 0.15% 147
2022
Q4 		$581K Buy
5,643
+661
+13% +$63.5K 0.12% 166
2022
Q3 		$463K Sell
4,982
-100
-2% -$10.7K 0.11% 170
2022
Q2 		$545K Sell
5,082
-390
-7% -$42.9K 0.11% 157
2022
Q1 		$611K Sell
5,472
-250
-4% -$26K 0.11% 170
2021
Q4 		$600K Buy
5,722
+120
+2% +$12.2K 0.11% 178
2021
Q3 		$547K Sell
5,602
-230
-4% -$23.8K 0.13% 138
2021
Q2 		$581K Sell
5,832
-110
-2% -$11.1K 0.15% 130
2021
Q1 		$574K Sell
5,942
-350
-6% -$31.9K 0.16% 131
2020
Q4 		$576K Buy
6,292
+100
+2% +$9.25K 0.17% 120
2020
Q3 		$548K Buy
6,192
+200
+3% +$16.5K 0.18% 108
2020
Q2 		$478K Buy
5,992
+550
+10% +$46.5K 0.18% 104
2020
Q1 		$440K Buy
5,442
+925
+20% +$85K 0.2% 101
2019
Q4 		$412K Buy
4,517
+78
+2% +$7.15K 0.16% 124
2019
Q3 		$426K Sell
4,439
-532
-11% -$48.4K 0.19% 107
2019
Q2 		$439K Buy
4,971
+721
+17% +$63.7K 0.26% 86
2019
Q1 		$383K Buy
+4,250
New +$375K 0.26% 72

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's DUK Position: Q2 2026 in Review

Lake Street Private Wealth held its Duke Energy (DUK) position steady in Q2 2026 at 3,737 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #184.

Lake Street Private Wealth first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. The position peaked at $778K in Q1 2023. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Lake Street Private Wealth held 3,737 shares of Duke Energy worth $473K as of Q2 2026.
  • Lake Street Private Wealth left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #184 holding.
  • Lake Street Private Wealth first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's Duke Energy position peaked at $778K in Q1 2023.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.