LT
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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
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

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 Trust's DUK Position: Q2 2026 in Review

Legacy Trust reduced its Duke Energy (DUK) stake by 6.9% in Q2 2026, selling an estimated $25.4K and leaving 2,697 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #165.

Legacy Trust first reported a position in DUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $379K in Q1 2026. 2,496 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Trust held 2,697 shares of Duke Energy worth $341K as of Q2 2026.
  • Legacy Trust sold 201 Duke Energy shares in Q2 2026, an estimated $25.4K.
  • Duke Energy made up 0.06% of Legacy Trust's portfolio in Q2 2026, its #165 holding.
  • Legacy Trust first reported a position in Duke Energy in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's Duke Energy position peaked at $379K in Q1 2026.
  • 2,496 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.