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Legacy Investment Solutions’s Duke Energy DUK Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$28.3K Buy
+240
New +$28.3K 0.01% 208
2024
Q4 		$27.6K Sell
240
-17
-7% -$1.93K 0.02% 176
2024
Q3 		$28.6K Buy
+257
New +$28.6K 0.02% 168

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Investment Solutions's DUK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Duke Energy (DUK) in Q2 2025: 240 shares worth $28.3K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DUK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DUK in Q3 2024 and has held it in 3 quarters since. The position peaked at $28.6K in Q3 2024. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • Legacy Investment Solutions held 240 shares of Duke Energy worth $28.3K as of Q2 2025.
  • Duke Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Duke Energy made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #208 holding.
  • Legacy Investment Solutions first reported a position in Duke Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Duke Energy position peaked at $28.6K in Q3 2024.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.