LI
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LRI Investments’s Duke Energy DUK Stock Holding History

LRI Investments’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 		$92.9K Buy
734
+18
+3% +$2.27K 0.01% 453
2026
Q1 		$93.8K Sell
716
-7
-1% -$875 0.01% 416
2025
Q4 		$84.7K Sell
723
-159
-18% -$19.4K 0.01% 451
2025
Q3 		$109K Buy
882
+247
+39% +$30K 0.01% 397
2025
Q2 		$74.9K Hold
635
– – 0.01% 485
2025
Q1 		$77.5K Hold
635
– – 0.01% 460
2024
Q4 		$68.4K Hold
635
– – 0.01% 480
2024
Q3 		$70.3K Hold
635
– – 0.01% 471
2024
Q2 		$63.6K Hold
635
– – 0.01% 455
2024
Q1 		$61.4K Buy
+635
New +$60.2K 0.02% 251

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

LRI Investments's DUK Position: Q2 2026 in Review

LRI Investments increased its Duke Energy (DUK) stake by 2.5% in Q2 2026, buying an estimated $2.27K and bringing the position to 734 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #453.

LRI Investments first reported a position in DUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $109K in Q3 2025. 813 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LRI Investments held 734 shares of Duke Energy worth $92.9K as of Q2 2026.
  • LRI Investments bought 18 Duke Energy shares in Q2 2026, an estimated $2.27K.
  • Duke Energy made up 0.01% of LRI Investments's portfolio in Q2 2026, its #453 holding.
  • LRI Investments first reported a position in Duke Energy in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Duke Energy position peaked at $109K in Q3 2025.
  • 813 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.