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Legacy Wealth Management (Idaho)’s Duke Energy DUK Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$49.2K Buy
376
+52
+16% +$6.5K 0.02% 265
2025
Q4 		$38K Buy
324
+84
+35% +$10.3K 0.02% 258
2025
Q3 		$29.7K Hold
240
– – 0.01% 229
2025
Q2 		$28.3K Hold
240
– – 0.01% 208
2025
Q1 		$29.3K Hold
240
– – 0.02% 200
2024
Q4 		$27.6K Sell
240
-17
-7% -$1.93K 0.02% 176
2024
Q3 		$28.6K Buy
+257
New +$28.6K 0.02% 168

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DUK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Duke Energy (DUK) stake by 16% in Q1 2026, buying an estimated $6.5K and bringing the position to 376 shares worth $49.2K. The position accounts for 0.02% of the portfolio, ranked #265.

Legacy Wealth Management (Idaho) first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 376 shares of Duke Energy worth $49.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 52 Duke Energy shares in Q1 2026, an estimated $6.5K.
  • Duke Energy made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #265 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.