Lazari Capital Management’s Duke Energy DUK Stock Holding History

Lazari Capital Management’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	$323K	Buy	2,550 +33	+1%	+$4.16K	0.1%	126
2026 Q1	$330K	Buy	2,517 +2	+0.1%	+$250	0.11%	111
2025 Q4	$295K	Sell	2,515 -38	-1%	-$4.64K	0.1%	123
2025 Q3	$316K	Buy	2,553 +20	+0.8%	+$2.43K	0.11%	109
2025 Q2	$299K	Sell	2,533 -12	-0.5%	-$1.42K	0.11%	106
2025 Q1	$310K	Buy	2,545 +15	+0.6%	+$1.71K	0.13%	99
2024 Q4	$273K	Buy	2,530 +110	+5%	+$12.5K	0.11%	107
2024 Q3	$279K	Buy	2,420 +32	+1%	+$3.56K	0.12%	112
2024 Q2	$239K	Buy	2,388 +72	+3%	+$7.2K	0.11%	112
2024 Q1	$224K	Buy	2,316 +23	+1%	+$2.18K	0.12%	97
2023 Q4	$223K	Buy	2,293 +21	+0.9%	+$1.91K	0.13%	99
2023 Q3	$201K	Buy	2,272 +22	+1%	+$2.02K	0.12%	102
2023 Q2	$202K	Buy	+2,250	New	+$212K	0.11%	110

Other funds holding DUK

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Lazari Capital Management's DUK Position: Q2 2026 in Review

Lazari Capital Management increased its Duke Energy (DUK) stake by 1.3% in Q2 2026, buying an estimated $4.16K and bringing the position to 2,550 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #126.

Lazari Capital Management first reported a position in DUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $330K in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Lazari Capital Management held 2,550 shares of Duke Energy worth $323K as of Q2 2026.
Lazari Capital Management bought 33 Duke Energy shares in Q2 2026, an estimated $4.16K.
Duke Energy made up 0.1% of Lazari Capital Management's portfolio in Q2 2026, its #126 holding.
Lazari Capital Management first reported a position in Duke Energy in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Duke Energy position peaked at $330K in Q1 2026.
886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.