Larson Financial Group’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 | $1.36M | Buy |
10,705
+1,215
| +13% | +$153K | 0.04% | 310 |
|
|
2026
Q1 | $1.24M | Buy |
9,490
+1,738
| +22% | +$217K | 0.04% | 290 |
|
|
2025
Q4 | $909K | Buy |
7,752
+8
| +0.1% | +$977 | 0.03% | 330 |
|
|
2025
Q3 | $958K | Buy |
7,744
+1,179
| +18% | +$143K | 0.03% | 314 |
|
|
2025
Q2 | $775K | Buy |
6,565
+1,925
| +41% | +$227K | 0.03% | 343 |
|
|
2025
Q1 | $566K | Sell |
4,640
-216
| -4% | -$24.6K | 0.03% | 370 |
|
|
2024
Q4 | $523K | Buy |
4,856
+1,746
| +56% | +$198K | 0.03% | 345 |
|
|
2024
Q3 | $359K | Buy |
3,110
+766
| +33% | +$85.3K | 0.02% | 420 |
|
|
2024
Q2 | $235K | Buy |
2,344
+288
| +14% | +$28.8K | 0.02% | 415 |
|
|
2024
Q1 | $199K | Sell |
2,056
-171
| -8% | -$16.2K | 0.02% | 408 |
|
|
2023
Q4 | $216K | Buy |
2,227
+3
| +0.1% | +$273 | 0.02% | 337 |
|
|
2023
Q3 | $196K | Buy |
2,224
+658
| +42% | +$60.3K | 0.02% | 328 |
|
|
2023
Q2 | $141K | Hold |
1,566
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $151K | Buy |
1,566
+508
| +48% | +$50.2K | 0.02% | 357 |
|
|
2022
Q4 | $109K | Hold |
1,058
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $98K | Buy |
1,058
+276
| +35% | +$29.6K | 0.01% | 360 |
|
|
2022
Q2 | $84K | Sell |
782
-100
| -11% | -$11K | 0.01% | 280 |
|
|
2022
Q1 | $98K | Hold |
882
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $92K | Sell |
882
-480
| -35% | -$48.7K | 0.01% | 285 |
|
|
2021
Q3 | $133K | Buy |
1,362
+655
| +93% | +$67.8K | 0.03% | 181 |
|
|
2021
Q2 | $70K | Sell |
707
-9
| -1% | -$904 | 0.02% | 223 |
|
|
2021
Q1 | $69K | Buy |
716
+190
| +36% | +$17.3K | 0.02% | 210 |
|
|
2020
Q4 | $48K | Buy |
526
+2
| +0.4% | +$185 | 0.02% | 227 |
|
|
2020
Q3 | $46K | Sell |
524
-552
| -51% | -$45.5K | 0.02% | 213 |
|
|
2020
Q2 | $86K | Buy |
1,076
+132
| +14% | +$11.2K | 0.04% | 141 |
|
|
2020
Q1 | $76K | Buy |
944
+492
| +109% | +$45.2K | 0.05% | 129 |
|
|
2019
Q4 | $41K | Buy |
452
+30
| +7% | +$2.75K | 0.02% | 165 |
|
|
2019
Q3 | $40K | Hold |
422
| – | – | 0.03% | 162 |
|
|
2019
Q2 | $37K | Buy |
422
+167
| +65% | +$14.8K | 0.03% | 143 |
|
|
2019
Q1 | $23K | Buy |
255
+197
| +340% | +$17.4K | 0.02% | 160 |
|
|
2018
Q4 | $5K | Buy |
+58
| New | +$4.94K | ﹤0.01% | 270 |
|
Other funds holding DUK
Larson Financial Group's DUK Position: Q2 2026 in Review
Larson Financial Group increased its Duke Energy (DUK) stake by 13% in Q2 2026, buying an estimated $153K and bringing the position to 10,705 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #310.
Larson Financial Group first reported a position in DUK in Q4 2018 and has held it in 31 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Larson Financial Group held 10,705 shares of Duke Energy worth $1.36M as of Q2 2026.
- Larson Financial Group bought 1,215 Duke Energy shares in Q2 2026, an estimated $153K.
- Duke Energy made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #310 holding.
- Larson Financial Group first reported a position in Duke Energy in Q4 2018 and has held it in 31 quarters since.
- 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.