LGT Financial Advisors’s Duke Energy DUK Stock Holding History

LGT Financial 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	$52.6K	Buy	415 +3	+0.7%	+$378	0.28%	59
2026 Q1	$53.9K	Sell	412 -162	-28%	-$20.3K	0.28%	60
2025 Q4	$67.3K	Sell	574 -159	-22%	-$19.4K	0.41%	48
2025 Q3	$90.7K	Buy	733 +7	+1%	+$849	0.2%	90
2025 Q2	$85.8K	Buy	726 +6	+0.8%	+$708	0.22%	80
2025 Q1	$87.9K	Buy	720 +6	+0.8%	+$684	0.27%	83
2024 Q4	$76.9K	Buy	714 +6	+0.8%	+$680	0.17%	114
2024 Q3	$81.6K	Sell	708 -632	-47%	-$70.3K	0.2%	83
2024 Q2	$134K	Buy	1,340 +13	+1%	+$1.3K	0.28%	63
2024 Q1	$128K	Buy	1,327 +14	+1%	+$1.33K	0.15%	156
2023 Q4	$127K	Buy	1,313 +14	+1%	+$1.27K	0.16%	146
2023 Q3	$115K	Sell	1,299 -7,434	-85%	-$682K	0.15%	146
2023 Q2	$784K	Buy	8,733 +4,574	+110%	+$432K	0.83%	39
2023 Q1	$401K	Buy	+4,159	New	+$411K	0.75%	27

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

LGT Financial Advisors's DUK Position: Q2 2026 in Review

LGT Financial Advisors increased its Duke Energy (DUK) stake by 0.73% in Q2 2026, buying an estimated $378 and bringing the position to 415 shares worth $52.6K. The position accounts for 0.28% of the portfolio, ranked #59.

LGT Financial Advisors first reported a position in DUK in Q1 2023 and has held it in 14 quarters since. The position peaked at $784K in Q2 2023. 816 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

LGT Financial Advisors held 415 shares of Duke Energy worth $52.6K as of Q2 2026.
LGT Financial Advisors bought 3 Duke Energy shares in Q2 2026, an estimated $378.
Duke Energy made up 0.28% of LGT Financial Advisors's portfolio in Q2 2026, its #59 holding.
LGT Financial Advisors first reported a position in Duke Energy in Q1 2023 and has held it in 14 quarters since.
LGT Financial Advisors's Duke Energy position peaked at $784K in Q2 2023.
816 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.