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My Legacy Advisors’s Duke Energy DUK Stock Holding History

My Legacy 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
2025
Q2 		$1.2M Buy
10,128
+21
+0.2% +$2.48K 0.43% 63
2025
Q1 		$1.23M Buy
10,107
+369
+4% +$42.1K 0.48% 55
2024
Q4 		$1.04M Sell
9,738
-54
-0.6% -$6.12K 0.4% 67
2024
Q3 		$1.13M Sell
9,792
-2,016
-17% -$224K 0.45% 61
2024
Q2 		$1.18M Buy
11,808
+280
+2% +$28K 0.38% 67
2024
Q1 		$1.11M Sell
11,528
-37
-0.3% -$3.51K 0.37% 70
2023
Q4 		$1.12M Sell
11,565
-1,041
-8% -$94.7K 0.41% 70
2023
Q3 		$1.11M Buy
12,606
+606
+5% +$55.6K 0.45% 64
2023
Q2 		$1.12M Buy
12,000
+30
+0.3% +$2.83K 0.44% 65
2023
Q1 		$1.19M Buy
11,970
+725
+6% +$71.6K 0.51% 58
2022
Q4 		$1.13M Buy
11,245
+1,627
+17% +$156K 0.48% 66
2022
Q3 		$835K Buy
9,618
+1,580
+20% +$170K 0.42% 75
2022
Q2 		$868K Buy
8,038
+1,038
+15% +$114K 0.43% 74
2022
Q1 		$782K Buy
+7,000
New +$727K 0.36% 93

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

My Legacy Advisors's DUK Position: Q2 2025 in Review

My Legacy Advisors increased its Duke Energy (DUK) stake by 0.21% in Q2 2025, buying an estimated $2.48K and bringing the position to 10,128 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #63.

My Legacy Advisors first reported a position in DUK in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2025. 2,276 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

  • My Legacy Advisors held 10,128 shares of Duke Energy worth $1.2M as of Q2 2025.
  • My Legacy Advisors bought 21 Duke Energy shares in Q2 2025, an estimated $2.48K.
  • Duke Energy made up 0.43% of My Legacy Advisors's portfolio in Q2 2025, its #63 holding.
  • My Legacy Advisors first reported a position in Duke Energy in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Duke Energy position peaked at $1.23M in Q1 2025.
  • 2,276 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.