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Legacy Advisors’s Duke Energy DUK Stock Holding History

Legacy 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
Q2 		$221K Buy
+1,747
New +$220K 0.02% 308
2026
Q1 		– Sell
-1,792
Closed -$210K – 291
2025
Q4 		$210K Buy
+1,792
New +$219K 0.02% 269
2025
Q2 		– Sell
-8,030
Closed -$979K – 131
2025
Q1 		$979K Buy
8,030
+5,818
+263% +$663K 0.1% 166
2024
Q4 		$238K Sell
2,212
-4,909
-69% -$556K 0.02% 350
2024
Q3 		$821K Buy
7,121
+122
+2% +$13.6K 0.09% 182
2024
Q2 		$702K Buy
+6,999
New +$700K 0.09% 174
2019
Q3 		– Sell
-138
Closed -$12K – 173
2019
Q2 		$12K Hold
138
– – 0.01% 292
2019
Q1 		$12K Buy
+138
New +$12.2K ﹤0.01% 316
2018
Q4 		– Sell
-138
Closed -$11K – 192
2018
Q3 		$11K Hold
138
– – 0.01% 339
2018
Q2 		$11K Sell
138
-20
-13% -$1.54K 0.01% 300
2018
Q1 		$12K Buy
158
+20
+14% +$1.55K 0.01% 250
2017
Q4 		$11K Sell
138
-76
-36% -$6.64K 0.01% 246
2017
Q3 		$17K Buy
214
+76
+55% +$6.51K 0.02% 173
2017
Q2 		$11K Hold
138
– – 0.01% 163
2017
Q1 		$11K Hold
138
– – 0.01% 152
2016
Q4 		$10K Buy
+138
New +$10.6K 0.01% 175

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

Legacy Advisors's DUK Position: Q2 2026 in Review

Legacy Advisors opened a new position in Duke Energy (DUK) in Q2 2026: 1,747 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in DUK as recently as Q4 2025.

Legacy Advisors first reported a position in DUK in Q4 2016 and has held it in 16 quarters since. The position peaked at $979K in Q1 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Advisors held 1,747 shares of Duke Energy worth $221K as of Q2 2026.
  • Duke Energy was a new Legacy Advisors position in Q2 2026.
  • Duke Energy made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #308 holding.
  • Legacy Advisors first reported a position in Duke Energy in Q4 2016 and has held it in 16 quarters since.
  • Legacy Advisors's Duke Energy position peaked at $979K in Q1 2025.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.