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Legacy Private Trust’s Duke Energy DUK Stock Holding History

Legacy Private Trust’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 		$256K Hold
2,025
– – 0.01% 248
2026
Q1 		$265K Hold
2,025
– – 0.02% 235
2025
Q4 		$237K Hold
2,025
– – 0.01% 244
2025
Q3 		$251K Hold
2,025
– – 0.01% 240
2025
Q2 		$239K Sell
2,025
-175
-8% -$20.6K 0.02% 232
2025
Q1 		$268K Buy
+2,200
New +$251K 0.02% 223

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Legacy Private Trust's DUK Position: Q2 2026 in Review

Legacy Private Trust held its Duke Energy (DUK) position steady in Q2 2026 at 2,025 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #248.

Legacy Private Trust first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $268K in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Private Trust held 2,025 shares of Duke Energy worth $256K as of Q2 2026.
  • Legacy Private Trust left its Duke Energy share count unchanged in Q2 2026.
  • Duke Energy made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #248 holding.
  • Legacy Private Trust first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Legacy Private Trust's Duke Energy position peaked at $268K in Q1 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.