Lantz Financial
DUK icon

Lantz Financial’s Duke Energy DUK Stock Holding History

Lantz Financial’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
Q3 		$813K Sell
7,127
-315
-4% -$38.6K 0.15% 131
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lantz Financial's DUK Position: Q3 2026 in Review

Lantz Financial reduced its Duke Energy (DUK) stake by 4.2% in Q3 2026, selling an estimated $38.6K and leaving 7,127 shares worth $813K. The position accounts for 0.15% of the portfolio, ranked #131.

Lantz Financial first reported a position in DUK in Q1 2019 and has held it in 31 quarters since. The position peaked at $942K in Q2 2026. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Lantz Financial held 7,127 shares of Duke Energy worth $813K as of Q3 2026.
  • Lantz Financial sold 315 Duke Energy shares in Q3 2026, an estimated $38.6K.
  • Duke Energy made up 0.15% of Lantz Financial's portfolio in Q3 2026, its #131 holding.
  • Lantz Financial first reported a position in Duke Energy in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Duke Energy position peaked at $942K in Q2 2026.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.