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Live Oak Private Wealth’s Duke Energy DUK Stock Holding History

Live Oak Private Wealth’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 		$3.05M Sell
23,269
-921
-4% -$115K 0.42% 60
2025
Q4 		$2.84M Buy
24,190
+1
+0% +$122 0.39% 61
2025
Q3 		$2.99M Sell
24,189
-866
-3% -$105K 0.42% 63
2025
Q2 		$2.96M Sell
25,055
-423
-2% -$49.9K 0.44% 63
2025
Q1 		$3.11M Buy
25,478
+456
+2% +$52K 0.5% 56
2024
Q4 		$2.7M Sell
25,022
-459
-2% -$52K 0.45% 60
2024
Q3 		$2.94M Buy
25,481
+1,492
+6% +$166K 0.48% 61
2024
Q2 		$2.4M Buy
23,989
+456
+2% +$45.6K 0.41% 66
2024
Q1 		$2.28M Sell
23,533
-692
-3% -$65.6K 0.39% 65
2023
Q4 		$2.35M Buy
24,225
+239
+1% +$21.7K 0.44% 58
2023
Q3 		$2.12M Sell
23,986
-3,966
-14% -$364K 0.45% 54
2023
Q2 		$2.51M Buy
27,952
+371
+1% +$35K 0.5% 56
2023
Q1 		$2.66M Sell
27,581
-32
-0.1% -$3.16K 0.55% 54
2022
Q4 		$2.84M Buy
27,613
+227
+0.8% +$21.8K 0.59% 51
2022
Q3 		$2.55M Sell
27,386
-173
-0.6% -$18.6K 0.57% 58
2022
Q2 		$2.96M Buy
27,559
+53
+0.2% +$5.83K 0.62% 60
2022
Q1 		$3.07M Buy
27,506
+85
+0.3% +$8.83K 0.59% 59
2021
Q4 		$2.88M Buy
27,421
+3,564
+15% +$361K 0.54% 58
2021
Q3 		$2.33M Buy
23,857
+3,619
+18% +$375K 0.47% 59
2021
Q2 		$2M Buy
20,238
+17,417
+617% +$1.75M 0.44% 60
2021
Q1 		$272K Sell
2,821
-2,770
-50% -$253K 0.07% 136
2020
Q4 		$512K Buy
5,591
+3,177
+132% +$294K 0.14% 98
2020
Q3 		$214K Sell
2,414
-268
-10% -$22.1K 0.07% 125
2020
Q2 		$214K Buy
+2,682
New +$227K 0.08% 124

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Live Oak Private Wealth's DUK Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Duke Energy (DUK) stake by 3.8% in Q1 2026, selling an estimated $115K and leaving 23,269 shares worth $3.05M. The position accounts for 0.42% of the portfolio, ranked #60.

Live Oak Private Wealth first reported a position in DUK in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.11M in Q1 2025. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Live Oak Private Wealth held 23,269 shares of Duke Energy worth $3.05M as of Q1 2026.
  • Live Oak Private Wealth sold 921 Duke Energy shares in Q1 2026, an estimated $115K.
  • Duke Energy made up 0.42% of Live Oak Private Wealth's portfolio in Q1 2026, its #60 holding.
  • Live Oak Private Wealth first reported a position in Duke Energy in Q2 2020 and has held it in 24 quarters since.
  • Live Oak Private Wealth's Duke Energy position peaked at $3.11M in Q1 2025.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.