LA
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LexAurum Advisors’s Duke Energy DUK Stock Holding History

LexAurum Advisors’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 		$454K Sell
3,584
-98
-3% -$12.4K 0.05% 262
2026
Q1 		$482K Buy
+3,682
New +$460K 0.06% 237
2025
Q3 		$320K Buy
2,589
+117
+5% +$14.2K 0.05% 284
2025
Q2 		$292K Sell
2,472
-14
-0.6% -$1.65K 0.05% 280
2025
Q1 		$303K Sell
2,486
-26
-1% -$2.96K 0.06% 266
2024
Q4 		$271K Buy
2,512
+639
+34% +$72.4K 0.05% 277
2024
Q3 		$216K Buy
+1,873
New +$208K 0.05% 289
2024
Q2 		– Sell
-2,233
Closed -$216K – 305
2024
Q1 		$216K Sell
2,233
-18
-0.8% -$1.71K 0.05% 274
2023
Q4 		$218K Sell
2,251
-150
-6% -$13.6K 0.06% 267
2023
Q3 		$212K Hold
2,401
– – 0.06% 255
2023
Q2 		$215K Sell
2,401
-57
-2% -$5.38K 0.06% 244
2023
Q1 		$237K Hold
2,458
– – 0.08% 221
2022
Q4 		$253K Hold
2,458
– – 0.09% 205
2022
Q3 		$229K Hold
2,458
– – 0.09% 209
2022
Q2 		$264K Buy
2,458
+100
+4% +$11K 0.1% 189
2022
Q1 		$263K Sell
2,358
-107
-4% -$11.1K 0.09% 208
2021
Q4 		$259K Buy
2,465
+307
+14% +$31.1K 0.08% 216
2021
Q3 		$211K Buy
+2,158
New +$223K 0.06% 260

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return