Lantz Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $942K | Buy |
7,442
+288
| +4% | +$36.3K | 0.17% | 128 |
|
|
2026
Q1 | $937K | Buy |
7,154
+185
| +3% | +$23.1K | 0.19% | 122 |
|
|
2025
Q4 | $817K | Buy |
6,969
+150
| +2% | +$18.3K | 0.17% | 127 |
|
|
2025
Q3 | $844K | Buy |
6,819
+779
| +13% | +$94.5K | 0.19% | 125 |
|
|
2025
Q2 | $713K | Buy |
6,040
+52
| +0.9% | +$6.14K | 0.18% | 124 |
|
|
2025
Q1 | $730K | Sell |
5,988
-23
| -0.4% | -$2.62K | 0.2% | 116 |
|
|
2024
Q4 | $648K | Buy |
6,011
+106
| +2% | +$12K | 0.17% | 115 |
|
|
2024
Q3 | $681K | Sell |
5,905
-1,305
| -18% | -$145K | 0.18% | 115 |
|
|
2024
Q2 | $723K | Sell |
7,210
-112
| -2% | -$11.2K | 0.22% | 102 |
|
|
2024
Q1 | $708K | Buy |
7,322
+97
| +1% | +$9.2K | 0.23% | 100 |
|
|
2023
Q4 | $701K | Buy |
7,225
+1,201
| +20% | +$109K | 0.25% | 91 |
|
|
2023
Q3 | $532K | Buy |
6,024
+31
| +0.5% | +$2.84K | 0.21% | 101 |
|
|
2023
Q2 | $538K | Buy |
5,993
+396
| +7% | +$37.4K | 0.21% | 103 |
|
|
2023
Q1 | $540K | Buy |
5,597
+130
| +2% | +$12.8K | 0.22% | 102 |
|
|
2022
Q4 | $563K | Buy |
5,467
+595
| +12% | +$57.1K | 0.26% | 96 |
|
|
2022
Q3 | $453K | Buy |
4,872
+49
| +1% | +$5.26K | 0.24% | 99 |
|
|
2022
Q2 | $517K | Buy |
4,823
+142
| +3% | +$15.6K | 0.23% | 96 |
|
|
2022
Q1 | $523K | Buy |
4,681
+253
| +6% | +$26.3K | 0.21% | 101 |
|
|
2021
Q4 | $464K | Buy |
4,428
+252
| +6% | +$25.5K | 0.21% | 97 |
|
|
2021
Q3 | $408K | Buy |
4,176
+106
| +3% | +$11K | 0.21% | 100 |
|
|
2021
Q2 | $402K | Buy |
4,070
+295
| +8% | +$29.6K | 0.21% | 99 |
|
|
2021
Q1 | $364K | Buy |
3,775
+371
| +11% | +$33.9K | 0.21% | 95 |
|
|
2020
Q4 | $312K | Buy |
3,404
+137
| +4% | +$12.7K | 0.19% | 95 |
|
|
2020
Q3 | $289K | Sell |
3,267
-10
| -0.3% | -$824 | 0.19% | 91 |
|
|
2020
Q2 | $262K | Buy |
3,277
+10
| +0.3% | +$845 | 0.19% | 92 |
|
|
2020
Q1 | $264K | Sell |
3,267
-7
| -0.2% | -$643 | 0.21% | 93 |
|
|
2019
Q4 | $299K | Sell |
3,274
-16
| -0.5% | -$1.47K | 0.18% | 109 |
|
|
2019
Q3 | $312K | Buy |
3,290
+87
| +3% | +$7.92K | 0.21% | 100 |
|
|
2019
Q2 | $286K | Buy |
3,203
+5
| +0.2% | +$442 | 0.19% | 101 |
|
|
2019
Q1 | $288K | Buy |
+3,198
| New | +$282K | 0.21% | 94 |
|
Other funds holding DUK
Lantz Financial's DUK Position: Q2 2026 in Review
Lantz Financial increased its Duke Energy (DUK) stake by 4% in Q2 2026, buying an estimated $36.3K and bringing the position to 7,442 shares worth $942K. The position accounts for 0.17% of the portfolio, ranked #128.
Lantz Financial first reported a position in DUK in Q1 2019 and has held it in 30 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Lantz Financial held 7,442 shares of Duke Energy worth $942K as of Q2 2026.
- Lantz Financial bought 288 Duke Energy shares in Q2 2026, an estimated $36.3K.
- Duke Energy made up 0.17% of Lantz Financial's portfolio in Q2 2026, its #128 holding.
- Lantz Financial first reported a position in Duke Energy in Q1 2019 and has held it in 30 quarters since.
- 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.