LeConte Wealth Management
DUK icon

LeConte Wealth Management’s Duke Energy DUK Stock Holding History

LeConte Wealth 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
Q3 		$452K Buy
3,962
+41
+1% +$5.02K 0.24% 74
2026
Q2 		$496K Buy
3,921
+112
+3% +$14.1K 0.27% 70
2026
Q1 		$499K Buy
+3,809
New +$476K 0.32% 52

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LeConte Wealth Management's DUK Position: Q3 2026 in Review

LeConte Wealth Management increased its Duke Energy (DUK) stake by 1% in Q3 2026, buying an estimated $5.02K and bringing the position to 3,962 shares worth $452K. The position accounts for 0.24% of the portfolio, ranked #74.

LeConte Wealth Management first reported a position in DUK in Q1 2026 and has held it in 3 quarters since. The position peaked at $499K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • LeConte Wealth Management held 3,962 shares of Duke Energy worth $452K as of Q3 2026.
  • LeConte Wealth Management bought 41 Duke Energy shares in Q3 2026, an estimated $5.02K.
  • Duke Energy made up 0.24% of LeConte Wealth Management's portfolio in Q3 2026, its #74 holding.
  • LeConte Wealth Management first reported a position in Duke Energy in Q1 2026 and has held it in 3 quarters since.
  • LeConte Wealth Management's Duke Energy position peaked at $499K in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.