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LS Investment Advisors’s Duke Energy DUK Stock Holding History

LS Investment Advisors’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 		– Sell
-4,395
Closed -$575K – 133
2026
Q1 		$575K Sell
4,395
-7,050
-62% -$881K 0.09% 95
2025
Q4 		$1.34M Buy
11,445
+650
+6% +$79.4K 0.19% 68
2025
Q3 		$1.34M Sell
10,795
-565
-5% -$68.6K 0.19% 70
2025
Q2 		$1.34M Buy
11,360
+1,141
+11% +$135K 0.2% 69
2025
Q1 		$1.25M Sell
10,219
-1,790
-15% -$204K 0.19% 73
2024
Q4 		$1.29M Buy
12,009
+280
+2% +$31.7K 0.19% 70
2024
Q3 		$1.35M Sell
11,729
-180
-2% -$20K 0.2% 70
2024
Q2 		$1.19M Buy
11,909
+3,554
+43% +$355K 0.19% 77
2024
Q1 		$808K Buy
+8,355
New +$793K 0.13% 89
2023
Q1 		– Sell
-2,000
Closed -$206K – 131
2022
Q4 		$206K Buy
+2,000
New +$192K 0.04% 128
2022
Q3 		– Sell
-2,000
Closed -$214K – 124
2022
Q2 		$214K Hold
2,000
– – 0.04% 123
2022
Q1 		$223K Hold
2,000
– – 0.04% 123
2021
Q4 		$210K Buy
+2,000
New +$203K 0.03% 132
2021
Q2 		– Sell
-21,108
Closed -$2.04M – 318
2021
Q1 		$2.04M Sell
21,108
-1,123
-5% -$102K 0.11% 160
2020
Q4 		$2.04M Sell
22,231
-2,884
-11% -$267K 0.11% 168
2020
Q3 		$2.22M Sell
25,115
-7,632
-23% -$629K 0.13% 151
2020
Q2 		$2.62M Sell
32,747
-3,907
-11% -$330K 0.16% 137
2020
Q1 		$2.96M Sell
36,654
-6,128
-14% -$563K 0.21% 114
2019
Q4 		$3.9M Buy
42,782
+1,300
+3% +$119K 0.21% 111
2019
Q3 		$3.98M Buy
41,482
+1,386
+3% +$126K 0.23% 103
2019
Q2 		$3.54M Buy
40,096
+1,082
+3% +$95.6K 0.21% 108
2019
Q1 		$3.51M Sell
39,014
-934
-2% -$82.4K 0.22% 112
2018
Q4 		$3.45M Sell
39,948
-4,287
-10% -$365K 0.24% 97
2018
Q3 		$3.54M Sell
44,235
-2,958
-6% -$239K 0.2% 109
2018
Q2 		$3.73M Buy
47,193
+80
+0.2% +$6.15K 0.23% 96
2018
Q1 		$3.65M Buy
47,113
+3,042
+7% +$235K 0.22% 97
2017
Q4 		$3.71M Buy
44,071
+429
+1% +$37.5K 0.22% 99
2017
Q3 		$3.66M Sell
43,642
-596
-1% -$51K 0.22% 96
2017
Q2 		$3.7M Buy
44,238
+438
+1% +$36.8K 0.23% 94
2017
Q1 		$3.59M Buy
43,800
+615
+1% +$48.9K 0.23% 93
2016
Q4 		$3.35M Buy
43,185
+2,659
+7% +$204K 0.24% 85
2016
Q3 		$3.24M Sell
40,526
-2,111
-5% -$175K 0.24% 87
2016
Q2 		$3.66M Buy
42,637
+5,730
+16% +$458K 0.25% 86
2016
Q1 		$2.98M Sell
36,907
-660
-2% -$49.9K 0.22% 100
2015
Q4 		$2.68M Buy
37,567
+715
+2% +$50.3K 0.21% 98
2015
Q3 		$2.65M Sell
36,852
-54
-0.1% -$3.91K 0.21% 94
2015
Q2 		$2.61M Sell
36,906
-865
-2% -$65.4K 0.19% 106
2015
Q1 		$2.9M Buy
37,771
+5,685
+18% +$461K 0.22% 103
2014
Q4 		$2.68M Sell
32,086
-898
-3% -$72.4K 0.22% 99
2014
Q3 		$2.47M Sell
32,984
-1,194
-3% -$87.1K 0.21% 109
2014
Q2 		$2.54M Buy
34,178
+312
+0.9% +$22.4K 0.22% 107
2014
Q1 		$2.41M Buy
33,866
+5,728
+20% +$399K 0.2% 114
2013
Q4 		$1.94M Buy
28,138
+12,322
+78% +$862K 0.18% 113
2013
Q3 		$1.06M Buy
15,816
+4,039
+34% +$276K 0.13% 122
2013
Q2 		$795K Buy
+11,777
New +$832K 0.1% 131

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

LS Investment Advisors's DUK Position: Q2 2026 in Review

LS Investment Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 4,395 shares — an estimated $575K sold.

LS Investment Advisors first reported a position in DUK in Q2 2013 and held it in 45 quarters. The position peaked at $3.98M in Q3 2019. 642 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LS Investment Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • LS Investment Advisors sold 4,395 Duke Energy shares in Q2 2026, an estimated $575K.
  • LS Investment Advisors first reported a position in Duke Energy in Q2 2013 and held it in 45 quarters.
  • LS Investment Advisors's Duke Energy position peaked at $3.98M in Q3 2019.
  • 642 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.