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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
Q3 		$2.72M Buy
23,845
+1,848
+8% +$226K 0.32% 67
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
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Lineweaver Wealth Advisors's DUK Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Duke Energy (DUK) stake by 8.4% in Q3 2026, buying an estimated $226K and bringing the position to 23,845 shares worth $2.72M. The position accounts for 0.32% of the portfolio, ranked #67.

Lineweaver Wealth Advisors first reported a position in DUK in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.78M in Q2 2026. 332 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Lineweaver Wealth Advisors held 23,845 shares of Duke Energy worth $2.72M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 1,848 Duke Energy shares in Q3 2026, an estimated $226K.
  • Duke Energy made up 0.32% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • Lineweaver Wealth Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 19 quarters since.
  • Lineweaver Wealth Advisors's Duke Energy position peaked at $2.78M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.