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Legacy Capital Wealth Partners’s Duke Energy DUK Stock Holding History

Legacy Capital Wealth Partners’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 		$273K Buy
2,156
+21
+1% +$2.65K 0.05% 311
2026
Q1 		$280K Sell
2,135
-187
-8% -$23.4K 0.06% 311
2025
Q4 		$272K Sell
2,322
-102
-4% -$12.5K 0.06% 317
2025
Q3 		$300K Buy
2,424
+237
+11% +$28.8K 0.07% 311
2025
Q2 		$258K Buy
2,187
+73
+3% +$8.61K 0.06% 324
2025
Q1 		$258K Buy
2,114
+119
+6% +$13.6K 0.06% 307
2024
Q4 		$215K Sell
1,995
-61
-3% -$6.91K 0.05% 325
2024
Q3 		$237K Buy
+2,056
New +$229K 0.05% 312
2024
Q2 		– Sell
-49,037
Closed -$4.82M – 320
2024
Q1 		$4.82M Buy
+49,037
New +$4.65M 3.43% 3

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Capital Wealth Partners's DUK Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Duke Energy (DUK) stake by 0.98% in Q2 2026, buying an estimated $2.65K and bringing the position to 2,156 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #311.

Legacy Capital Wealth Partners first reported a position in DUK in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.82M in Q1 2024. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,156 shares of Duke Energy worth $273K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 21 Duke Energy shares in Q2 2026, an estimated $2.65K.
  • Duke Energy made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • Legacy Capital Wealth Partners first reported a position in Duke Energy in Q1 2024 and has held it in 9 quarters since.
  • Legacy Capital Wealth Partners's Duke Energy position peaked at $4.82M in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.