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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

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

LexAurum Advisors's DUK Position: Q2 2026 in Review

LexAurum Advisors reduced its Duke Energy (DUK) stake by 2.7% in Q2 2026, selling an estimated $12.4K and leaving 3,584 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #262.

LexAurum Advisors first reported a position in DUK in Q3 2021 and has held it in 18 quarters since. The position peaked at $482K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LexAurum Advisors held 3,584 shares of Duke Energy worth $454K as of Q2 2026.
  • LexAurum Advisors sold 98 Duke Energy shares in Q2 2026, an estimated $12.4K.
  • Duke Energy made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #262 holding.
  • LexAurum Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 18 quarters since.
  • LexAurum Advisors's Duke Energy position peaked at $482K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.