Lineweaver Wealth Advisors’s Duke Energy DUK Stock Holding History

Lineweaver Wealth 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	$2.78M	Buy	21,997 +1,199	+6%	+$151K	0.33%	67
2026 Q1	$2.72M	Buy	20,798 +686	+3%	+$85.8K	0.37%	59
2025 Q4	$2.36M	Buy	20,112 +1,308	+7%	+$160K	0.32%	61
2025 Q3	$2.33M	Buy	18,804 +2,691	+17%	+$327K	0.34%	55
2025 Q2	$1.9M	Buy	16,113 +1,177	+8%	+$139K	0.3%	66
2025 Q1	$1.82M	Buy	14,936 +1,307	+10%	+$149K	0.31%	62
2024 Q4	$1.47M	Buy	13,629 +1,341	+11%	+$152K	0.27%	74
2024 Q3	$1.42M	Buy	12,288 +344	+3%	+$38.3K	0.27%	69
2024 Q2	$1.2M	Buy	11,944 +604	+5%	+$60.4K	0.25%	74
2024 Q1	$1.1M	Buy	11,340 +1,238	+12%	+$117K	0.26%	75
2023 Q4	$981K	Buy	10,102 +942	+10%	+$85.7K	0.25%	76
2023 Q3	$809K	Buy	9,160 +433	+5%	+$39.7K	0.24%	70
2023 Q2	$784K	Buy	8,727 +408	+5%	+$38.5K	0.22%	72
2023 Q1	$803K	Buy	8,319 +353	+4%	+$34.9K	0.25%	73
2022 Q4	$821K	Buy	7,966 +69	+0.9%	+$6.62K	0.25%	75
2022 Q3	$736K	Buy	7,897 +5,539	+235%	+$595K	0.24%	71
2022 Q2	$252K	Buy	2,358 +105	+5%	+$11.5K	0.08%	113
2022 Q1	$251K	Buy	+2,253	New	+$234K	0.07%	122

Other funds holding DUK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM