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 Q2	$17.5K	Buy	138 +38	+38%	+$4.79K	﹤0.01%	282
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lavaca Capital's DUK Position: Q2 2026 in Review

Lavaca Capital increased its Duke Energy (DUK) stake by 38% in Q2 2026, buying an estimated $4.79K and bringing the position to 138 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Lavaca Capital first reported a position in DUK in Q4 2018 and has held it in 17 quarters since. The position peaked at $955K in Q4 2018. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Lavaca Capital held 138 shares of Duke Energy worth $17.5K as of Q2 2026.
Lavaca Capital bought 38 Duke Energy shares in Q2 2026, an estimated $4.79K.
Duke Energy made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #282 holding.
Lavaca Capital first reported a position in Duke Energy in Q4 2018 and has held it in 17 quarters since.
Lavaca Capital's Duke Energy position peaked at $955K in Q4 2018.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.