LVZ Inc’s Duke Energy DUK Stock Holding History

LVZ Inc’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 Q3	–	Sell	-1,708	Closed	-$216K	–	171
2026 Q2	$216K	Buy	1,708 +27	+2%	+$3.41K	0.02%	163
2026 Q1	$220K	Buy	+1,681	New	+$210K	0.03%	142

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LVZ Inc's DUK Position: Q3 2026 in Review

LVZ Inc sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,708 shares — an estimated $216K sold.

LVZ Inc first reported a position in DUK in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

LVZ Inc reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
LVZ Inc sold 1,708 Duke Energy shares in Q3 2026, an estimated $216K.
LVZ Inc first reported a position in Duke Energy in Q1 2026 and held it in 2 quarters.
LVZ Inc's Duke Energy position peaked at $220K in Q1 2026.
1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.