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Lloyd Advisory Services’s Duke Energy DUK Stock Holding History

Lloyd Advisory Services’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 		$299K Buy
2,360
+2,276
+2,710% +$287K 0.12% 91
2026
Q1 		$11K Sell
84
-2,681
-97% -$335K ﹤0.01% 465
2025
Q4 		$324K Sell
2,765
-179
-6% -$21.9K 0.13% 77
2025
Q3 		$364K Buy
2,944
+476
+19% +$57.8K 0.17% 58
2025
Q2 		$291K Sell
2,468
-5
-0.2% -$590 0.14% 71
2025
Q1 		$302K Sell
2,473
-157
-6% -$17.9K 0.15% 69
2024
Q4 		$283K Sell
2,630
-133
-5% -$15.1K 0.13% 75
2024
Q3 		$319K Sell
2,763
-918
-25% -$102K 0.15% 78
2024
Q2 		$369K Buy
+3,681
New +$368K 0.17% 61
2023
Q4 		– Sell
-2,578
Closed -$228K – 201
2023
Q3 		$228K Buy
+2,578
New +$236K 0.07% 220
2022
Q2 		– Sell
-2,935
Closed -$328K – 193
2022
Q1 		$328K Buy
2,935
+8
+0.3% +$831 0.15% 63
2021
Q4 		$307K Buy
2,927
+22
+0.8% +$2.23K 0.14% 59
2021
Q3 		$283K Sell
2,905
-7
-0.2% -$725 0.15% 54
2021
Q2 		$287K Buy
2,912
+8
+0.3% +$804 0.15% 55
2021
Q1 		$280K Buy
2,904
+25
+0.9% +$2.28K 0.15% 47
2020
Q4 		$264K Sell
2,879
-423
-13% -$39.1K 0.14% 43
2020
Q3 		$292K Sell
3,302
-311
-9% -$25.6K 0.18% 33
2020
Q2 		$289K Sell
3,613
-212
-6% -$17.9K 0.18% 39
2020
Q1 		$309K Sell
3,825
-1,008
-21% -$92.6K 0.23% 35
2019
Q4 		$441K Buy
+4,833
New +$443K 0.4% 29

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lloyd Advisory Services's DUK Position: Q2 2026 in Review

Lloyd Advisory Services increased its Duke Energy (DUK) stake by 2,710% in Q2 2026, buying an estimated $287K and bringing the position to 2,360 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #91.

Lloyd Advisory Services first reported a position in DUK in Q4 2019 and has held it in 20 quarters since. The position peaked at $441K in Q4 2019. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Lloyd Advisory Services held 2,360 shares of Duke Energy worth $299K as of Q2 2026.
  • Lloyd Advisory Services bought 2,276 Duke Energy shares in Q2 2026, an estimated $287K.
  • Duke Energy made up 0.12% of Lloyd Advisory Services's portfolio in Q2 2026, its #91 holding.
  • Lloyd Advisory Services first reported a position in Duke Energy in Q4 2019 and has held it in 20 quarters since.
  • Lloyd Advisory Services's Duke Energy position peaked at $441K in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.