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LifePlan Investment Advisors’s Duke Energy DUK Stock Holding History

LifePlan Investment 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 		$470K Buy
3,710
+1,180
+47% +$149K 0.16% 98
2026
Q1 		$331K Buy
2,530
+628
+33% +$78.5K 0.13% 100
2025
Q4 		$223K Sell
1,902
-2
-0.1% -$244 0.09% 112
2025
Q3 		$236K Buy
1,904
+26
+1% +$3.15K 0.1% 102
2025
Q2 		$222K Sell
1,878
-3
-0.2% -$354 0.11% 102
2025
Q1 		$229K Hold
1,881
– – 0.13% 97
2024
Q4 		$203K Hold
1,881
– – 0.13% 96
2024
Q3 		$217K Buy
+1,881
New +$209K 0.14% 87

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

LifePlan Investment Advisors's DUK Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Duke Energy (DUK) stake by 47% in Q2 2026, buying an estimated $149K and bringing the position to 3,710 shares worth $470K. The position accounts for 0.16% of the portfolio, ranked #98.

LifePlan Investment Advisors first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LifePlan Investment Advisors held 3,710 shares of Duke Energy worth $470K as of Q2 2026.
  • LifePlan Investment Advisors bought 1,180 Duke Energy shares in Q2 2026, an estimated $149K.
  • Duke Energy made up 0.16% of LifePlan Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • LifePlan Investment Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.