LWL
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Leo Wealth LLC’s Duke Energy DUK Stock Holding History

Leo Wealth LLC’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 		$3.76M Buy
28,694
+2,796
+11% +$350K 0.27% 76
2025
Q4 		$3.04M Buy
25,898
+7,516
+41% +$918K 0.22% 80
2025
Q3 		$2.27M Sell
18,382
-6,973
-28% -$846K 0.29% 68
2025
Q2 		$2.99M Buy
25,355
+6,071
+31% +$716K 0.23% 84
2025
Q1 		$2.35M Sell
19,284
-3,471
-15% -$396K 0.34% 62
2024
Q4 		$2.45M Buy
22,755
+4,565
+25% +$517K 0.22% 81
2024
Q3 		$2.1M Buy
18,190
+1,198
+7% +$133K 0.19% 90
2024
Q2 		$1.7M Sell
16,992
-458
-3% -$45.8K 0.17% 104
2024
Q1 		$1.68M Sell
17,450
-1,628
-9% -$154K 0.17% 104
2023
Q4 		$1.85M Buy
+19,078
New +$1.74M 0.19% 89

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Wealth LLC's DUK Position: Q1 2026 in Review

Leo Wealth LLC increased its Duke Energy (DUK) stake by 11% in Q1 2026, buying an estimated $350K and bringing the position to 28,694 shares worth $3.76M. The position accounts for 0.27% of the portfolio, ranked #76.

Leo Wealth LLC first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,480 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Leo Wealth LLC held 28,694 shares of Duke Energy worth $3.76M as of Q1 2026.
  • Leo Wealth LLC bought 2,796 Duke Energy shares in Q1 2026, an estimated $350K.
  • Duke Energy made up 0.27% of Leo Wealth LLC's portfolio in Q1 2026, its #76 holding.
  • Leo Wealth LLC first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.