LF
DUK icon

LifeSteps Financial’s Duke Energy DUK Stock Holding History

LifeSteps 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 		$139K Buy
+1,100
New +$139K 0.06% 121
2024
Q2 		– Sell
-1,209
Closed -$117K – 174
2024
Q1 		$117K Buy
+1,209
New +$115K 0.09% 103

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
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
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LifeSteps Financial's DUK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Duke Energy (DUK) in Q2 2026: 1,100 shares worth $139K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DUK as recently as Q1 2024.

LifeSteps Financial first reported a position in DUK in Q1 2024 and has held it in 2 quarters since. 697 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LifeSteps Financial held 1,100 shares of Duke Energy worth $139K as of Q2 2026.
  • Duke Energy was a new LifeSteps Financial position in Q2 2026.
  • Duke Energy made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #121 holding.
  • LifeSteps Financial first reported a position in Duke Energy in Q1 2024 and has held it in 2 quarters since.
  • 697 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.