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Legacy Wealth Asset Management’s Duke Energy DUK Stock Holding History

Legacy Wealth Asset Management’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 		$840K Sell
6,640
-68
-1% -$8.58K 0.18% 151
2026
Q1 		$878K Buy
6,708
+31
+0.5% +$3.88K 0.21% 141
2025
Q4 		$783K Buy
6,677
+66
+1% +$8.06K 0.19% 162
2025
Q3 		$818K Sell
6,611
-16
-0.2% -$1.94K 0.2% 146
2025
Q2 		$782K Sell
6,627
-58
-0.9% -$6.84K 0.2% 136
2025
Q1 		$815K Sell
6,685
-129
-2% -$14.7K 0.23% 118
2024
Q4 		$734K Sell
6,814
-207
-3% -$23.4K 0.2% 147
2024
Q3 		$810K Sell
7,021
-5
-0.1% -$557 0.22% 128
2024
Q2 		$704K Sell
7,026
-863
-11% -$86.3K 0.2% 141
2024
Q1 		$763K Buy
7,889
+87
+1% +$8.25K 0.21% 135
2023
Q4 		$757K Buy
7,802
+20
+0.3% +$1.82K 0.25% 119
2023
Q3 		$687K Buy
7,782
+51
+0.7% +$4.68K 0.25% 121
2023
Q2 		$694K Buy
7,731
+3
+0% +$283 0.24% 130
2023
Q1 		$746K Buy
7,728
+1
+0% +$99 0.27% 118
2022
Q4 		$796K Buy
7,727
+145
+2% +$13.9K 0.3% 111
2022
Q3 		$705K Sell
7,582
-1,528
-17% -$164K 0.31% 107
2022
Q2 		$977K Buy
9,110
+11
+0.1% +$1.21K 0.4% 74
2022
Q1 		$1.02M Buy
9,099
+255
+3% +$26.5K 0.36% 95
2021
Q4 		$928K Buy
8,844
+779
+10% +$79K 0.31% 122
2021
Q3 		$787K Buy
8,065
+78
+1% +$8.07K 0.36% 111
2021
Q2 		$788K Buy
7,987
+196
+3% +$19.7K 0.35% 116
2021
Q1 		$752K Buy
7,791
+208
+3% +$19K 0.35% 115
2020
Q4 		$694K Buy
+7,583
New +$701K 0.35% 112

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 Wealth Asset Management's DUK Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Duke Energy (DUK) stake by 1% in Q2 2026, selling an estimated $8.58K and leaving 6,640 shares worth $840K. The position accounts for 0.18% of the portfolio, ranked #151.

Legacy Wealth Asset Management first reported a position in DUK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2022. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Wealth Asset Management held 6,640 shares of Duke Energy worth $840K as of Q2 2026.
  • Legacy Wealth Asset Management sold 68 Duke Energy shares in Q2 2026, an estimated $8.58K.
  • Duke Energy made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #151 holding.
  • Legacy Wealth Asset Management first reported a position in Duke Energy in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Duke Energy position peaked at $1.02M in Q1 2022.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.