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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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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