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Legacy Wealth Partners (Colorado)’s Duke Energy DUK Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$295K Buy
2,329
+24
+1% +$3.03K 0.07% 153
2026
Q1 		$302K Sell
2,305
-52
-2% -$6.5K 0.08% 149
2025
Q4 		$276K Buy
+2,357
New +$288K 0.07% 148

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 Wealth Partners (Colorado)'s DUK Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its Duke Energy (DUK) stake by 1% in Q2 2026, buying an estimated $3.03K and bringing the position to 2,329 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #153.

Legacy Wealth Partners (Colorado) first reported a position in DUK in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 2,329 shares of Duke Energy worth $295K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 24 Duke Energy shares in Q2 2026, an estimated $3.03K.
  • Duke Energy made up 0.07% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #153 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Duke Energy in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Duke Energy position peaked at $302K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.