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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Investment Advisors's DUK Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Duke Energy (DUK) stake by 33% in Q1 2026, buying an estimated $78.5K and bringing the position to 2,530 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #100.

LifePlan Investment Advisors first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

LifePlan Investment Advisors held 2,530 shares of Duke Energy worth $331K as of Q1 2026.
LifePlan Investment Advisors bought 628 Duke Energy shares in Q1 2026, an estimated $78.5K.
Duke Energy made up 0.13% of LifePlan Investment Advisors's portfolio in Q1 2026, its #100 holding.
LifePlan Investment Advisors first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.