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Leelyn Smith’s Duke Energy DUK Stock Holding History

Leelyn Smith’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 		$243K Buy
1,921
+44
+2% +$5.55K 0.03% 151
2026
Q1 		$246K Buy
1,877
+42
+2% +$5.25K 0.03% 144
2025
Q4 		$215K Buy
1,835
+7
+0.4% +$855 0.03% 147
2025
Q3 		$226K Buy
1,828
+6
+0.3% +$728 0.03% 133
2025
Q2 		$215K Buy
1,822
+7
+0.4% +$826 0.04% 127
2025
Q1 		$221K Buy
+1,815
New +$207K 0.04% 120
2023
Q1 		– Sell
-737
Closed -$75.9K – 185
2022
Q4 		$75.9K Buy
737
+540
+274% +$51.8K 0.02% 147
2022
Q3 		$18K Sell
197
-910
-82% -$97.7K 0.01% 239
2022
Q2 		$119K Hold
1,107
– – 0.03% 145
2022
Q1 		$124K Hold
1,107
– – 0.03% 140
2021
Q4 		$116K Hold
1,107
– – 0.03% 152
2021
Q3 		$108K Sell
1,107
-60
-5% -$6.21K 0.03% 154
2021
Q2 		$115K Hold
1,167
– – 0.03% 153
2021
Q1 		$113K Sell
1,167
-20
-2% -$1.82K 0.03% 158
2020
Q4 		$109K Sell
1,187
-220
-16% -$20.4K 0.03% 153
2020
Q3 		$125K Buy
1,407
+330
+31% +$27.2K 0.04% 146
2020
Q2 		$86K Buy
1,077
+410
+61% +$34.6K 0.04% 169
2020
Q1 		$54K Buy
667
+130
+24% +$11.9K 0.03% 163
2019
Q4 		$49 Buy
+537
New +$49.2K 0.02% 190

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Leelyn Smith's DUK Position: Q2 2026 in Review

Leelyn Smith increased its Duke Energy (DUK) stake by 2.3% in Q2 2026, buying an estimated $5.55K and bringing the position to 1,921 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #151.

Leelyn Smith first reported a position in DUK in Q4 2019 and has held it in 19 quarters since. The position peaked at $246K in Q1 2026. 817 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Leelyn Smith held 1,921 shares of Duke Energy worth $243K as of Q2 2026.
  • Leelyn Smith bought 44 Duke Energy shares in Q2 2026, an estimated $5.55K.
  • Duke Energy made up 0.03% of Leelyn Smith's portfolio in Q2 2026, its #151 holding.
  • Leelyn Smith first reported a position in Duke Energy in Q4 2019 and has held it in 19 quarters since.
  • Leelyn Smith's Duke Energy position peaked at $246K in Q1 2026.
  • 817 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.