Lavaca Capital’s Duke Energy DUK Stock Holding History

Lavaca Capital’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	$13.1K	Hold	100	–	–	﹤0.01%	242
2025 Q4	$11.7K	Hold	100	–	–	﹤0.01%	245
2025 Q3	$12.4K	Hold	100	–	–	﹤0.01%	229
2025 Q2	$11.8K	Hold	100	–	–	﹤0.01%	232
2025 Q1	$12.2K	Hold	100	–	–	0.01%	213
2024 Q4	$10.8K	Buy	+100	New	+$11.3K	﹤0.01%	272
2021 Q2	–	Sell	-4,164	Closed	-$402K	–	161
2021 Q1	$402K	Sell	4,164 -156	-4%	-$14.2K	0.03%	99
2020 Q4	$396K	Buy	4,320 +156	+4%	+$14.4K	0.05%	79
2020 Q3	$369K	Hold	4,164	–	–	0.06%	82
2020 Q2	$333K	Buy	4,164 +100	+2%	+$8.45K	0.11%	68
2020 Q1	$329K	Hold	4,064	–	–	0.32%	57
2019 Q4	$371K	Hold	4,064	–	–	0.29%	53
2019 Q3	$390K	Hold	4,064	–	–	0.29%	55
2019 Q2	$359K	Hold	4,064	–	–	0.28%	60
2019 Q1	$366K	Sell	4,064 -7,000	-63%	-$617K	0.31%	45
2018 Q4	$955K	Buy	+11,064	New	+$942K	0.95%	24

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lavaca Capital's DUK Position: Q1 2026 in Review

Lavaca Capital held its Duke Energy (DUK) position steady in Q1 2026 at 100 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Lavaca Capital first reported a position in DUK in Q4 2018 and has held it in 16 quarters since. The position peaked at $955K in Q4 2018. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Lavaca Capital held 100 shares of Duke Energy worth $13.1K as of Q1 2026.
Lavaca Capital left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #242 holding.
Lavaca Capital first reported a position in Duke Energy in Q4 2018 and has held it in 16 quarters since.
Lavaca Capital's Duke Energy position peaked at $955K in Q4 2018.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.