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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
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

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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. 886 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.
  • 886 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.