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Lantern Wealth Advisors’s Duke Energy DUK Stock Holding History

Lantern Wealth 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 		$518K Hold
3,959
– – 0.27% 93
2025
Q4 		$464K Buy
3,959
+39
+1% +$4.76K 0.25% 102
2025
Q3 		$485K Hold
3,920
– – 0.26% 95
2025
Q2 		$463K Buy
+3,920
New +$463K 0.28% 84
2024
Q4 		$422K Hold
3,920
– – 0.27% 80
2024
Q3 		$452K Sell
3,920
-702
-15% -$78.1K 0.31% 77
2024
Q2 		$463K Buy
4,622
+7
+0.2% +$700 0.34% 72
2024
Q1 		$446K Sell
4,615
-27
-0.6% -$2.56K 0.31% 79
2023
Q4 		$450K Buy
+4,642
New +$422K 0.35% 70

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lantern Wealth Advisors's DUK Position: Q1 2026 in Review

Lantern Wealth Advisors held its Duke Energy (DUK) position steady in Q1 2026 at 3,959 shares worth $518K. The position accounts for 0.27% of the portfolio, ranked #93.

Lantern Wealth Advisors first reported a position in DUK in Q4 2023 and has held it in 9 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Lantern Wealth Advisors held 3,959 shares of Duke Energy worth $518K as of Q1 2026.
  • Lantern Wealth Advisors left its Duke Energy share count unchanged in Q1 2026.
  • Duke Energy made up 0.27% of Lantern Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Lantern Wealth Advisors first reported a position in Duke Energy in Q4 2023 and has held it in 9 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.