LSIA
DUK icon

LaSalle St. Investment Advisors’s Duke Energy DUK Stock Holding History

LaSalle St. Investment 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 		$274K Buy
2,094
+80
+4% +$10K 0.04% 313
2025
Q4 		$236K Sell
2,014
-2
-0.1% -$244 0.04% 322
2025
Q3 		$249K Sell
2,016
-7
-0.3% -$849 0.04% 290
2025
Q2 		$238K Buy
2,023
+174
+9% +$20.5K 0.07% 278
2025
Q1 		$225K Buy
+1,849
New +$211K 0.05% 276

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

LaSalle St. Investment Advisors's DUK Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Duke Energy (DUK) stake by 4% in Q1 2026, buying an estimated $10K and bringing the position to 2,094 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #313.

LaSalle St. Investment Advisors first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • LaSalle St. Investment Advisors held 2,094 shares of Duke Energy worth $274K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 80 Duke Energy shares in Q1 2026, an estimated $10K.
  • Duke Energy made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • LaSalle St. Investment Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.