LT
DUK icon

Legacy Trust’s Duke Energy DUK Stock Holding History

Legacy 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
Q3 		$691K Buy
5,425
+2,728
+101% +$334K 0.12% 118
2026
Q2 		$341K Sell
2,697
-201
-7% -$25.4K 0.06% 165
2026
Q1 		$379K Sell
2,898
-30
-1% -$3.75K 0.07% 159
2025
Q4 		$343K Buy
2,928
+108
+4% +$13.2K 0.06% 155
2025
Q3 		$349K Buy
+2,820
New +$342K 0.07% 153

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's DUK Position: Q3 2026 in Review

Legacy Trust increased its Duke Energy (DUK) stake by 101% in Q3 2026, buying an estimated $334K and bringing the position to 5,425 shares worth $691K. The position accounts for 0.12% of the portfolio, ranked #118.

Legacy Trust first reported a position in DUK in Q3 2025 and has held it in 5 quarters since. 1,529 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Legacy Trust held 5,425 shares of Duke Energy worth $691K as of Q3 2026.
  • Legacy Trust bought 2,728 Duke Energy shares in Q3 2026, an estimated $334K.
  • Duke Energy made up 0.12% of Legacy Trust's portfolio in Q3 2026, its #118 holding.
  • Legacy Trust first reported a position in Duke Energy in Q3 2025 and has held it in 5 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.