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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lineweaver Wealth Advisors's DUK Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Duke Energy (DUK) stake by 5.8% in Q2 2026, buying an estimated $151K and bringing the position to 21,997 shares worth $2.78M. The position accounts for 0.33% of the portfolio, ranked #67.

Lineweaver Wealth Advisors first reported a position in DUK in Q1 2022 and has held it in 18 quarters since. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Lineweaver Wealth Advisors held 21,997 shares of Duke Energy worth $2.78M as of Q2 2026.
Lineweaver Wealth Advisors bought 1,199 Duke Energy shares in Q2 2026, an estimated $151K.
Duke Energy made up 0.33% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Lineweaver Wealth Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 18 quarters since.
2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.