LMG Wealth Partners’s Duke Energy DUK Stock Holding History

LMG Wealth Partners’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	$1.48M	Buy	11,293 +70	+0.6%	+$8.75K	0.27%	85
2025 Q4	$1.32M	Sell	11,223 -1	-0%	-$122	0.25%	87
2025 Q3	$1.39M	Hold	11,224	–	–	0.26%	90
2025 Q2	$1.32M	Hold	11,224	–	–	0.27%	84
2025 Q1	$1.37M	Sell	11,224 -134	-1%	-$15.3K	0.31%	76
2024 Q4	$1.22M	Buy	11,358 +364	+3%	+$41.2K	0.27%	82
2024 Q3	$1.27M	Hold	10,994	–	–	0.29%	82
2024 Q2	$1.1M	Hold	10,994	–	–	0.27%	78
2024 Q1	$1.06M	Hold	10,994	–	–	0.27%	82
2023 Q4	$1.07M	Hold	10,994	–	–	0.3%	64
2023 Q3	$970K	Sell	10,994 -55	-0.5%	-$5.04K	0.3%	66
2023 Q2	$992K	Hold	11,049	–	–	0.3%	61
2023 Q1	$1.07M	Hold	11,049	–	–	0.34%	60
2022 Q4	$1.15M	Buy	+11,049	New	+$1.06M	0.38%	54

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMG Wealth Partners's DUK Position: Q1 2026 in Review

LMG Wealth Partners increased its Duke Energy (DUK) stake by 0.62% in Q1 2026, buying an estimated $8.75K and bringing the position to 11,293 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #85.

LMG Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 14 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

LMG Wealth Partners held 11,293 shares of Duke Energy worth $1.48M as of Q1 2026.
LMG Wealth Partners bought 70 Duke Energy shares in Q1 2026, an estimated $8.75K.
Duke Energy made up 0.27% of LMG Wealth Partners's portfolio in Q1 2026, its #85 holding.
LMG Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 14 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.