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LBMC Investment Advisors’s Duke Energy DUK Stock Holding History

LBMC 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 		$202K Sell
1,541
-1,154
-43% -$144K 0.01% 226
2025
Q4 		$316K Sell
2,695
-1,540
-36% -$188K 0.02% 183
2025
Q3 		$524K Buy
4,235
+992
+31% +$120K 0.03% 139
2025
Q2 		$383K Buy
3,243
+1
+0% +$118 0.03% 144
2025
Q1 		$395K Buy
3,242
+1
+0% +$114 0.03% 133
2024
Q4 		$349K Buy
3,241
+1
+0% +$113 0.03% 146
2024
Q3 		$374K Buy
3,240
+1
+0% +$111 0.03% 133
2024
Q2 		$325K Buy
3,239
+1
+0% +$100 0.03% 136
2024
Q1 		$313K Sell
3,238
-2,341
-42% -$222K 0.03% 136
2023
Q4 		$541K Sell
5,579
-369
-6% -$33.6K 0.05% 91
2023
Q3 		$510K Sell
5,948
-46
-0.8% -$4.22K 0.05% 92
2023
Q2 		$538K Buy
5,994
+24
+0.4% +$2.27K 0.05% 93
2023
Q1 		$576K Buy
5,970
+22
+0.4% +$2.17K 0.06% 89
2022
Q4 		$613K Buy
5,948
+21
+0.4% +$2.02K 0.06% 78
2022
Q3 		$551K Buy
5,927
+1
+0% +$107 0.06% 73
2022
Q2 		$635K Sell
5,926
-134
-2% -$14.7K 0.07% 69
2022
Q1 		$677K Buy
6,060
+1
+0% +$104 0.06% 74
2021
Q4 		$636K Buy
6,059
+2
+0% +$203 0.06% 82
2021
Q3 		$591 Hold
6,057
– – 0.06% 82
2021
Q2 		$598K Buy
6,057
+73
+1% +$7.33K 0.06% 79
2021
Q1 		$578K Sell
5,984
-148
-2% -$13.5K 0.06% 68
2020
Q4 		$561K Buy
6,132
+163
+3% +$15.1K 0.07% 69
2020
Q3 		$529K Buy
5,969
+1
+0% +$82 0.07% 64
2020
Q2 		$477K Sell
5,968
-677
-10% -$57.2K 0.08% 58
2020
Q1 		$537K Hold
6,645
– – 0.1% 46
2019
Q4 		$606K Hold
6,645
– – 0.09% 51
2019
Q3 		$637K Sell
6,645
-412
-6% -$37.5K 0.1% 48
2019
Q2 		$623K Hold
7,057
– – 0.09% 50
2019
Q1 		$635K Sell
7,057
-677
-9% -$59.7K 0.1% 48
2018
Q4 		$667K Buy
7,734
+433
+6% +$36.9K 0.12% 43
2018
Q3 		$584K Sell
7,301
-1,869
-20% -$151K 0.09% 56
2018
Q2 		$725K Buy
9,170
+421
+5% +$32.4K 0.12% 43
2018
Q1 		$678K Sell
8,749
-1,248
-12% -$96.5K 0.12% 40
2017
Q4 		$841K Buy
9,997
+3,348
+50% +$292K 0.14% 39
2017
Q3 		$558K Buy
6,649
+871
+15% +$74.6K 0.1% 47
2017
Q2 		$483K Buy
5,778
+44
+0.8% +$3.7K 0.08% 49
2017
Q1 		$470K Buy
5,734
+45
+0.8% +$3.58K 0.08% 49
2016
Q4 		$442K Buy
5,689
+48
+0.9% +$3.68K 0.08% 54
2016
Q3 		$452K Buy
5,641
+46
+0.8% +$3.81K 0.09% 54
2016
Q2 		$480K Buy
5,595
+310
+6% +$24.8K 0.1% 45
2016
Q1 		$426K Buy
5,285
+43
+0.8% +$3.25K 0.09% 47
2015
Q4 		$374K Buy
5,242
+49
+0.9% +$3.44K 0.08% 48
2015
Q3 		$374K Buy
5,193
+1,446
+39% +$105K 0.08% 44
2015
Q2 		$265K Sell
3,747
-167
-4% -$12.6K 0.06% 50
2015
Q1 		$301K Hold
3,914
– – 0.07% 48
2014
Q4 		$327K Hold
3,914
– – 0.08% 47
2014
Q3 		$293K Buy
+3,914
New +$286K 0.07% 46

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

LBMC Investment Advisors's DUK Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Duke Energy (DUK) stake by 43% in Q1 2026, selling an estimated $144K and leaving 1,541 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #226.

LBMC Investment Advisors first reported a position in DUK in Q3 2014 and has held it in 47 quarters since. The position peaked at $841K in Q4 2017. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • LBMC Investment Advisors held 1,541 shares of Duke Energy worth $202K as of Q1 2026.
  • LBMC Investment Advisors sold 1,154 Duke Energy shares in Q1 2026, an estimated $144K.
  • Duke Energy made up 0.01% of LBMC Investment Advisors's portfolio in Q1 2026, its #226 holding.
  • LBMC Investment Advisors first reported a position in Duke Energy in Q3 2014 and has held it in 47 quarters since.
  • LBMC Investment Advisors's Duke Energy position peaked at $841K in Q4 2017.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.