LVM Capital Management’s Duke Energy DUK Stock Holding History

LVM Capital Management’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	$879K	Hold	6,941	–	–	0.07%	83
2026 Q1	$909K	Hold	6,941	–	–	0.09%	82
2025 Q4	$814K	Buy	6,941 +2,693	+63%	+$329K	0.08%	84
2025 Q3	$526K	Sell	4,248 -30	-0.7%	-$3.64K	0.05%	115
2025 Q2	$505K	Sell	4,278 -16	-0.4%	-$1.89K	0.05%	115
2025 Q1	$524K	Sell	4,294 -18	-0.4%	-$2.05K	0.06%	108
2024 Q4	$465K	Buy	4,312 +357	+9%	+$40.4K	0.05%	116
2024 Q3	$396K	Hold	3,955	–	–	0.05%	117
2024 Q2	$396K	Hold	3,955	–	–	0.05%	117
2024 Q1	$382K	Sell	3,955 -269	-6%	-$25.5K	0.05%	116
2023 Q4	$410K	Buy	4,224 +156	+4%	+$14.2K	0.05%	115
2023 Q3	$359K	Hold	4,068	–	–	0.05%	115
2023 Q2	$365K	Sell	4,068 -52	-1%	-$4.91K	0.05%	111
2023 Q1	$397K	Sell	4,120 -366	-8%	-$36.2K	0.06%	107
2022 Q4	$462K	Buy	4,486 +2	+0%	+$192	0.07%	95
2022 Q3	$417K	Sell	4,484 -12	-0.3%	-$1.29K	0.06%	94
2022 Q2	$482K	Hold	4,496	–	–	0.07%	92
2022 Q1	$502K	Sell	4,496 -32	-0.7%	-$3.32K	0.07%	95
2021 Q4	$475K	Sell	4,528 -100	-2%	-$10.1K	0.06%	86
2021 Q3	$452K	Hold	4,628	–	–	0.07%	88
2021 Q2	$457K	Hold	4,628	–	–	0.07%	85
2021 Q1	$447K	Sell	4,628 -200	-4%	-$18.3K	0.07%	84
2020 Q4	$442K	Hold	4,828	–	–	0.07%	80
2020 Q3	$428K	Sell	4,828 -250	-5%	-$20.6K	0.08%	73
2020 Q2	$406K	Buy	5,078 +37	+0.7%	+$3.13K	0.08%	72
2020 Q1	$408K	Sell	5,041 -22	-0.4%	-$2.02K	0.1%	66
2019 Q4	$462K	Hold	5,063	–	–	0.09%	75
2019 Q3	$485K	Sell	5,063 -202	-4%	-$18.4K	0.1%	73
2019 Q2	$465K	Sell	5,265 -100	-2%	-$8.84K	0.11%	69
2019 Q1	$483K	Buy	5,365 +318	+6%	+$28K	0.11%	68
2018 Q4	$436K	Hold	5,047	–	–	0.11%	66
2018 Q3	$404K	Buy	5,047 +16	+0.3%	+$1.29K	0.09%	82
2018 Q2	$398K	Sell	5,031 -1	-0%	-$77	0.1%	78
2018 Q1	$390K	Sell	5,032 -348	-6%	-$26.9K	0.09%	76
2017 Q4	$453K	Sell	5,380 -239	-4%	-$20.9K	0.1%	75
2017 Q3	$472K	Buy	5,619 +200	+4%	+$17.1K	0.11%	68
2017 Q2	$453K	Sell	5,419 -517	-9%	-$43.5K	0.12%	68
2017 Q1	$487K	Hold	5,936	–	–	0.13%	67
2016 Q4	$461K	Sell	5,936 -3,558	-37%	-$273K	0.13%	67
2016 Q3	$704K	Buy	9,494 +2,207	+30%	+$183K	0.23%	54
2016 Q2	$625K	Sell	7,287 -117	-2%	-$9.35K	0.18%	54
2016 Q1	$597K	Sell	7,404 -830	-10%	-$62.8K	0.19%	52
2015 Q4	$588K	Sell	8,234 -260	-3%	-$18.3K	0.21%	53
2015 Q3	$611K	Hold	8,494	–	–	0.22%	55
2015 Q2	$600K	Hold	8,494	–	–	0.2%	58
2015 Q1	$652K	Hold	8,494	–	–	0.22%	55
2014 Q4	$710K	Hold	8,494	–	–	0.24%	52
2014 Q3	$635K	Sell	8,494 -1,000	-11%	-$73K	0.21%	56
2014 Q2	$704K	Hold	9,494	–	–	0.23%	54
2014 Q1	$676K	Buy	9,494 +1,000	+12%	+$69.7K	0.24%	55
2013 Q4	$586K	Sell	8,494 -2,267	-21%	-$159K	0.21%	58
2013 Q3	$719K	Sell	10,761 -780	-7%	-$53.2K	0.27%	52
2013 Q2	$779K	Buy	+11,541	New	+$816K	0.31%	49

Other funds holding DUK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

LVM Capital Management's DUK Position: Q2 2026 in Review

LVM Capital Management held its Duke Energy (DUK) position steady in Q2 2026 at 6,941 shares worth $879K. The position accounts for 0.07% of the portfolio, ranked #83.

LVM Capital Management first reported a position in DUK in Q2 2013 and has held it in 53 quarters since. The position peaked at $909K in Q1 2026. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

LVM Capital Management held 6,941 shares of Duke Energy worth $879K as of Q2 2026.
LVM Capital Management left its Duke Energy share count unchanged in Q2 2026.
Duke Energy made up 0.07% of LVM Capital Management's portfolio in Q2 2026, its #83 holding.
LVM Capital Management first reported a position in Duke Energy in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Duke Energy position peaked at $909K in Q1 2026.
1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.