LIG
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Lokken Investment Group’s Duke Energy DUK Stock Holding History

Lokken Investment Group’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
2025
Q3 		$300K Buy
2,422
+1
+0% +$121 0.1% 117
2025
Q2 		$286K Sell
2,421
-212
-8% -$25K 0.11% 109
2025
Q1 		$321K Buy
2,633
+84
+3% +$9.57K 0.14% 97
2024
Q4 		$275K Buy
2,549
+194
+8% +$22K 0.12% 108
2024
Q3 		$271K Buy
2,355
+12
+0.5% +$1.34K 0.11% 118
2024
Q2 		$235K Buy
2,343
+12
+0.5% +$1.2K 0.11% 123
2024
Q1 		$225K Buy
2,331
+3
+0.1% +$285 0.11% 127
2023
Q4 		$226K Buy
+2,328
New +$212K 0.13% 120
2023
Q2 		– Sell
-2,219
Closed -$214K – 133
2023
Q1 		$214K Buy
2,219
+151
+7% +$14.9K 0.16% 109
2022
Q4 		$213K Buy
+2,068
New +$199K 0.17% 108
2022
Q3 		– Sell
-2,078
Closed -$223K – 115
2022
Q2 		$223K Buy
2,078
+12
+0.6% +$1.32K 0.18% 104
2022
Q1 		$228K Buy
2,066
+3
+0.1% +$312 0.18% 111
2021
Q4 		$216K Buy
2,063
+2
+0.1% +$203 0.15% 125
2021
Q3 		$201K Buy
2,061
+2
+0.1% +$207 0.16% 115
2021
Q2 		$203K Sell
2,059
-47
-2% -$4.72K 0.16% 111
2021
Q1 		$203K Buy
+2,106
New +$192K 0.18% 106

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lokken Investment Group's DUK Position: Q3 2025 in Review

Lokken Investment Group increased its Duke Energy (DUK) stake by 0.04% in Q3 2025, buying an estimated $121 and bringing the position to 2,422 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #117.

Lokken Investment Group first reported a position in DUK in Q1 2021 and has held it in 16 quarters since. The position peaked at $321K in Q1 2025. 2,333 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Lokken Investment Group held 2,422 shares of Duke Energy worth $300K as of Q3 2025.
  • Lokken Investment Group bought 1 Duke Energy share in Q3 2025, an estimated $121.
  • Duke Energy made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #117 holding.
  • Lokken Investment Group first reported a position in Duke Energy in Q1 2021 and has held it in 16 quarters since.
  • Lokken Investment Group's Duke Energy position peaked at $321K in Q1 2025.
  • 2,333 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.