Lido Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.1M | Buy |
61,891
+5,021
| +9% | +$628K | 0.02% | 357 |
|
|
2025
Q4 | $7M | Buy |
56,870
+2,939
| +5% | +$359K | 0.02% | 382 |
|
|
2025
Q3 | $6.67M | Buy |
53,931
+8,096
| +18% | +$982K | 0.02% | 375 |
|
|
2025
Q2 | $5.41M | Buy |
45,835
+7,918
| +21% | +$934K | 0.02% | 353 |
|
|
2025
Q1 | $4.62M | Buy |
37,917
+4,781
| +14% | +$545K | 0.02% | 357 |
|
|
2024
Q4 | $3.57M | Buy |
33,136
+2,223
| +7% | +$252K | 0.02% | 397 |
|
|
2024
Q3 | $3.56M | Buy |
30,913
+1,682
| +6% | +$187K | 0.02% | 353 |
|
|
2024
Q2 | $2.93M | Buy |
29,231
+3,193
| +12% | +$319K | 0.02% | 373 |
|
|
2024
Q1 | $2.52M | Sell |
26,038
-737
| -3% | -$69.9K | 0.01% | 389 |
|
|
2023
Q4 | $2.6M | Sell |
26,775
-2,606
| -9% | -$237K | 0.02% | 364 |
|
|
2023
Q3 | $2.59M | Sell |
29,381
-2,144
| -7% | -$197K | 0.02% | 330 |
|
|
2023
Q2 | $2.83M | Buy |
31,525
+763
| +2% | +$72K | 0.02% | 308 |
|
|
2023
Q1 | $2.97M | Buy |
30,762
+3,694
| +14% | +$365K | 0.03% | 273 |
|
|
2022
Q4 | $2.79M | Buy |
27,068
+1,919
| +8% | +$184K | 0.03% | 240 |
|
|
2022
Q3 | $2.34M | Buy |
25,149
+215
| +0.9% | +$23.1K | 0.03% | 235 |
|
|
2022
Q2 | $2.67M | Buy |
24,934
+342
| +1% | +$37.6K | 0.04% | 196 |
|
|
2022
Q1 | $2.75M | Buy |
24,592
+284
| +1% | +$29.5K | 0.03% | 221 |
|
|
2021
Q4 | $2.55M | Buy |
24,308
+222
| +0.9% | +$22.5K | 0.03% | 233 |
|
|
2021
Q3 | $2.35M | Buy |
24,086
+5,167
| +27% | +$535K | 0.03% | 251 |
|
|
2021
Q2 | $1.87M | Buy |
18,919
+4,615
| +32% | +$464K | 0.03% | 271 |
|
|
2021
Q1 | $1.38M | Buy |
14,304
+190
| +1% | +$17.3K | 0.02% | 284 |
|
|
2020
Q4 | $1.29M | Sell |
14,114
-2,574
| -15% | -$238K | 0.03% | 275 |
|
|
2020
Q3 | $1.48M | Buy |
16,688
+1,872
| +13% | +$154K | 0.04% | 198 |
|
|
2020
Q2 | $1.18M | Sell |
14,816
-1,682
| -10% | -$142K | 0.04% | 219 |
|
|
2020
Q1 | $1.33M | Sell |
16,498
-372
| -2% | -$34.2K | 0.06% | 183 |
|
|
2019
Q4 | $1.54M | Buy |
16,870
+1,428
| +9% | +$131K | 0.06% | 192 |
|
|
2019
Q3 | $1.48M | Buy |
15,442
+1,663
| +12% | +$151K | 0.07% | 156 |
|
|
2019
Q2 | $1.22M | Buy |
13,779
+190
| +1% | +$16.8K | 0.07% | 152 |
|
|
2019
Q1 | $1.22M | Buy |
13,589
+3,679
| +37% | +$324K | 0.08% | 150 |
|
|
2018
Q4 | $855K | Buy |
9,910
+413
| +4% | +$35.2K | 0.08% | 140 |
|
|
2018
Q3 | $760K | Buy |
9,497
+637
| +7% | +$51.5K | 0.07% | 167 |
|
|
2018
Q2 | $700K | Buy |
8,860
+585
| +7% | +$45K | 0.08% | 154 |
|
|
2018
Q1 | $641K | Buy |
8,275
+2,111
| +34% | +$163K | 0.09% | 152 |
|
|
2017
Q4 | $518K | Buy |
6,164
+23
| +0.4% | +$2.01K | 0.07% | 145 |
|
|
2017
Q3 | $542K | Buy |
6,141
+1,144
| +23% | +$97.9K | 0.09% | 137 |
|
|
2017
Q2 | $418K | Sell |
4,997
-31
| -0.6% | -$2.61K | 0.09% | 132 |
|
|
2017
Q1 | $417K | Sell |
5,028
-2,972
| -37% | -$236K | 0.12% | 115 |
|
|
2016
Q4 | $621K | Buy |
8,000
+2,174
| +37% | +$167K | 0.15% | 74 |
|
|
2016
Q3 | $466K | Buy |
5,826
+2,884
| +98% | +$239K | 0.14% | 72 |
|
|
2016
Q2 | $252K | Buy |
+2,942
| New | +$235K | 0.08% | 127 |
|
Other funds holding DUK
VCM
VPM
Lido Advisors's DUK Position: Q1 2026 in Review
Lido Advisors increased its Duke Energy (DUK) stake by 8.8% in Q1 2026, buying an estimated $628K and bringing the position to 61,891 shares worth $8.1M. The position accounts for 0.02% of the portfolio, ranked #357.
Lido Advisors first reported a position in DUK in Q2 2016 and has held it in 40 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Lido Advisors held 61,891 shares of Duke Energy worth $8.1M as of Q1 2026.
- Lido Advisors bought 5,021 Duke Energy shares in Q1 2026, an estimated $628K.
- Duke Energy made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #357 holding.
- Lido Advisors first reported a position in Duke Energy in Q2 2016 and has held it in 40 quarters since.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.