Lowe Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.9K | Hold |
452
| – | – | 0.02% | 136 |
|
|
2025
Q2 | $53.3K | Hold |
452
| – | – | 0.02% | 138 |
|
|
2025
Q1 | $55.1K | Buy |
452
+17
| +4% | +$1.94K | 0.02% | 127 |
|
|
2024
Q4 | $46.9K | Buy |
435
+53
| +14% | +$6K | 0.02% | 136 |
|
|
2024
Q3 | $44K | Buy |
382
+83
| +28% | +$9.24K | 0.02% | 136 |
|
|
2024
Q2 | $30K | Hold |
299
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $28.9K | Hold |
299
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $29K | Hold |
299
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $26.4K | Hold |
299
| – | – | 0.01% | 137 |
|
|
2023
Q2 | $26.8K | Hold |
299
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $28.8K | Hold |
299
| – | – | 0.02% | 135 |
|
|
2022
Q4 | $30.8K | Hold |
299
| – | – | 0.02% | 130 |
|
|
2022
Q3 | $28K | Buy |
299
+166
| +125% | +$17.8K | 0.02% | 130 |
|
|
2022
Q2 | $14K | Hold |
133
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $15K | Hold |
133
| – | – | 0.01% | 169 |
|
|
2021
Q4 | $14K | Hold |
133
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $13K | Hold |
133
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $13K | Hold |
133
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $13K | Hold |
133
| – | – | 0.01% | 162 |
|
|
2020
Q4 | $12K | Sell |
133
-100
| -43% | -$9.25K | 0.01% | 163 |
|
|
2020
Q3 | $21K | Hold |
233
| – | – | 0.01% | 117 |
|
|
2020
Q2 | $19K | Hold |
233
| – | – | 0.01% | 111 |
|
|
2020
Q1 | $19K | Hold |
233
| – | – | 0.01% | 108 |
|
|
2019
Q4 | $21K | Hold |
233
| – | – | 0.01% | 113 |
|
|
2019
Q3 | $22K | Hold |
233
| – | – | 0.01% | 110 |
|
|
2019
Q2 | $21K | Hold |
233
| – | – | 0.01% | 117 |
|
|
2019
Q1 | $20K | Hold |
233
| – | – | 0.01% | 109 |
|
|
2018
Q4 | $20K | Hold |
233
| – | – | 0.01% | 105 |
|
|
2018
Q3 | $19K | Hold |
233
| – | – | 0.01% | 116 |
|
|
2018
Q2 | $18K | Hold |
233
| – | – | 0.01% | 111 |
|
|
2018
Q1 | $18K | Hold |
233
| – | – | 0.01% | 116 |
|
|
2017
Q4 | $20K | Hold |
233
| – | – | 0.01% | 116 |
|
|
2017
Q3 | $20K | Hold |
233
| – | – | 0.01% | 112 |
|
|
2017
Q2 | $19K | Hold |
233
| – | – | 0.01% | 100 |
|
|
2017
Q1 | $19K | Hold |
233
| – | – | 0.01% | 104 |
|
|
2016
Q4 | $18K | Sell |
233
-166
| -42% | -$12.7K | 0.01% | 101 |
|
|
2016
Q3 | $32K | Buy |
399
+166
| +71% | +$13.7K | 0.02% | 75 |
|
|
2016
Q2 | $20K | Hold |
233
| – | – | 0.01% | 92 |
|
|
2016
Q1 | $19K | Hold |
233
| – | – | 0.01% | 95 |
|
|
2015
Q4 | $17K | Hold |
233
| – | – | 0.01% | 95 |
|
|
2015
Q3 | $17K | Sell |
233
-566
| -71% | -$41K | 0.01% | 90 |
|
|
2015
Q2 | $56K | Hold |
799
| – | – | 0.04% | 67 |
|
|
2015
Q1 | $61K | Hold |
799
| – | – | 0.04% | 64 |
|
|
2014
Q4 | $67K | Buy |
+799
| New | +$64.4K | 0.05% | 60 |
|
Other funds holding DUK
Lowe Wealth Advisors's DUK Position: Q3 2025 in Review
Lowe Wealth Advisors held its Duke Energy (DUK) position steady in Q3 2025 at 452 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #136.
Lowe Wealth Advisors first reported a position in DUK in Q4 2014 and has held it in 44 quarters since. The position peaked at $67K in Q4 2014. 2,338 funds tracked by Wall St. Rank hold DUK as of Q3 2025.
- Lowe Wealth Advisors held 452 shares of Duke Energy worth $55.9K as of Q3 2025.
- Lowe Wealth Advisors left its Duke Energy share count unchanged in Q3 2025.
- Duke Energy made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #136 holding.
- Lowe Wealth Advisors first reported a position in Duke Energy in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's Duke Energy position peaked at $67K in Q4 2014.
- 2,338 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.