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LVW Advisors’s Duke Energy DUK Stock Holding History

LVW 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 		$1.5M Buy
11,871
+163
+1% +$20.6K 0.13% 95
2026
Q1 		$1.53M Sell
11,708
-6,448
-36% -$806K 0.15% 82
2025
Q4 		$2.13M Sell
18,156
-1,437
-7% -$175K 0.22% 59
2025
Q3 		$2.42M Sell
19,593
-1,153
-6% -$140K 0.25% 54
2025
Q2 		$2.45M Buy
20,746
+1,100
+6% +$130K 0.27% 50
2025
Q1 		$2.4M Buy
19,646
+938
+5% +$107K 0.29% 45
2024
Q4 		$2.02M Buy
18,708
+754
+4% +$85.4K 0.24% 60
2024
Q3 		$2.07M Buy
17,954
+873
+5% +$97.2K 0.26% 60
2024
Q2 		$1.71M Buy
17,081
+1,575
+10% +$158K 0.25% 64
2024
Q1 		$1.5M Buy
15,506
+6,470
+72% +$614K 0.25% 66
2023
Q4 		$877K Buy
9,036
+4,783
+112% +$435K 0.16% 94
2023
Q3 		$375K Buy
+4,253
New +$390K 0.08% 157
2019
Q2 		– Sell
-3,709
Closed -$334K – 170
2019
Q1 		$334K Buy
3,709
+1,068
+40% +$94.2K 0.09% 136
2018
Q4 		$228K Sell
2,641
-5,518
-68% -$470K 0.08% 145
2018
Q3 		$653K Sell
8,159
-4
-0% -$323 0.18% 82
2018
Q2 		$646K Sell
8,163
-217
-3% -$16.7K 0.2% 77
2018
Q1 		$649K Sell
8,380
-26
-0.3% -$2.01K 0.2% 75
2017
Q4 		$707K Buy
8,406
+2,019
+32% +$176K 0.21% 72
2017
Q3 		$536K Buy
+6,387
New +$547K 0.21% 81

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVW Advisors's DUK Position: Q2 2026 in Review

LVW Advisors increased its Duke Energy (DUK) stake by 1.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 11,871 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #95.

LVW Advisors first reported a position in DUK in Q3 2017 and has held it in 19 quarters since. The position peaked at $2.45M in Q2 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LVW Advisors held 11,871 shares of Duke Energy worth $1.5M as of Q2 2026.
  • LVW Advisors bought 163 Duke Energy shares in Q2 2026, an estimated $20.6K.
  • Duke Energy made up 0.13% of LVW Advisors's portfolio in Q2 2026, its #95 holding.
  • LVW Advisors first reported a position in Duke Energy in Q3 2017 and has held it in 19 quarters since.
  • LVW Advisors's Duke Energy position peaked at $2.45M in Q2 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.