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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Wealth Partners's DUK Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Duke Energy (DUK) stake by 8.1% in Q1 2026, selling an estimated $23.4K and leaving 2,135 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #311.

Legacy Capital Wealth Partners first reported a position in DUK in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Legacy Capital Wealth Partners held 2,135 shares of Duke Energy worth $280K as of Q1 2026.
Legacy Capital Wealth Partners sold 187 Duke Energy shares in Q1 2026, an estimated $23.4K.
Duke Energy made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #311 holding.
Legacy Capital Wealth Partners first reported a position in Duke Energy in Q1 2024 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's Duke Energy position peaked at $4.82M in Q1 2024.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.