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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
Q2 		– Sell
-376
Closed -$49.2K – 395
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 $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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s DUK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 376 shares — an estimated $49.2K sold.

Legacy Wealth Management (Idaho) first reported a position in DUK in Q3 2024 and held it in 7 quarters. The position peaked at $49.2K in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 376 Duke Energy shares in Q2 2026, an estimated $49.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Duke Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Duke Energy position peaked at $49.2K in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.