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 Q2	$1.43M	Hold	11,293	–	–	0.23%	92
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LMG Wealth Partners's DUK Position: Q2 2026 in Review

LMG Wealth Partners held its Duke Energy (DUK) position steady in Q2 2026 at 11,293 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #92.

LMG Wealth Partners first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

LMG Wealth Partners held 11,293 shares of Duke Energy worth $1.43M as of Q2 2026.
LMG Wealth Partners left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.23% of LMG Wealth Partners's portfolio in Q2 2026, its #92 holding.
LMG Wealth Partners first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's Duke Energy position peaked at $1.48M in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.