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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
Q3 		$759K Buy
6,660
+20
+0.3% +$2.45K 0.17% 175
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Legacy Wealth Asset Management's DUK Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Duke Energy (DUK) stake by 0.3% in Q3 2026, buying an estimated $2.45K and bringing the position to 6,660 shares worth $759K. The position accounts for 0.17% of the portfolio, ranked #175.

Legacy Wealth Asset Management first reported a position in DUK in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q1 2022. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Legacy Wealth Asset Management held 6,660 shares of Duke Energy worth $759K as of Q3 2026.
  • Legacy Wealth Asset Management bought 20 Duke Energy shares in Q3 2026, an estimated $2.45K.
  • Duke Energy made up 0.17% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #175 holding.
  • Legacy Wealth Asset Management first reported a position in Duke Energy in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Duke Energy position peaked at $1.02M in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.