LF
DUK icon

LifePlan Financial’s Duke Energy DUK Stock Holding History

LifePlan Financial’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 		$1.49M Buy
11,736
+90
+0.8% +$11.4K 1.04% 32
2026
Q1 		$1.52M Buy
11,646
+895
+8% +$112K 1.13% 26
2025
Q4 		$1.26M Buy
10,751
+543
+5% +$66.3K 0.97% 30
2025
Q3 		$1.26M Buy
10,208
+209
+2% +$25.4K 1% 28
2025
Q2 		$1.18M Buy
9,999
+469
+5% +$55.3K 0.98% 29
2025
Q1 		$1.16M Buy
9,530
+1,553
+19% +$177K 1.01% 27
2024
Q4 		$859K Buy
7,977
+1,748
+28% +$198K 0.76% 41
2024
Q3 		$718K Buy
6,229
+453
+8% +$50.4K 0.62% 48
2024
Q2 		$579K Buy
5,776
+274
+5% +$27.4K 0.53% 54
2024
Q1 		$532K Sell
5,502
-127
-2% -$12K 0.49% 57
2023
Q4 		$546K Buy
+5,629
New +$512K 0.55% 56

Other funds holding DUK

SP
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LifePlan Financial's DUK Position: Q2 2026 in Review

LifePlan Financial increased its Duke Energy (DUK) stake by 0.77% in Q2 2026, buying an estimated $11.4K and bringing the position to 11,736 shares worth $1.49M. The position accounts for 1.04% of the portfolio, ranked #32.

LifePlan Financial first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2026. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LifePlan Financial held 11,736 shares of Duke Energy worth $1.49M as of Q2 2026.
  • LifePlan Financial bought 90 Duke Energy shares in Q2 2026, an estimated $11.4K.
  • Duke Energy made up 1.04% of LifePlan Financial's portfolio in Q2 2026, its #32 holding.
  • LifePlan Financial first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Duke Energy position peaked at $1.52M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.