Oliver Lagore Vanvalin Investment Group’s Duke Energy DUK Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$60.6K	Buy	+497	New	+$58.6K	0.02%	228
2024 Q4	$53.5K	Hold	497	–	–	0.01%	246
2024 Q3	$57.3K	Sell	497 -82	-14%	-$9.13K	0.02%	235
2024 Q2	$58K	Hold	579	–	–	0.02%	225
2024 Q1	$56K	Hold	579	–	–	0.02%	238
2023 Q4	$56.2K	Hold	579	–	–	0.02%	205
2023 Q3	$51.1K	Sell	579 -3	-0.5%	-$275	0.02%	238
2023 Q2	$52.2K	Hold	582	–	–	0.02%	246
2023 Q1	$56.1K	Hold	582	–	–	0.02%	187
2022 Q4	$59.9K	Sell	582 -8	-1%	-$768	0.03%	166
2022 Q3	$55K	Hold	590	–	–	0.04%	158
2022 Q2	$63K	Buy	590 +508	+620%	+$55.9K	0.04%	161
2022 Q1	$9K	Buy	+82	New	+$8.52K	0.01%	343

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DUK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Duke Energy (DUK) in Q2 2025: 497 shares worth $60.6K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DUK as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DUK in Q1 2022 and has held it in 13 quarters since. The position peaked at $63K in Q2 2022. 2,277 funds tracked by Wall St. Rank hold DUK as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 497 shares of Duke Energy worth $60.6K as of Q2 2025.
Duke Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Duke Energy made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #228 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Duke Energy in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Duke Energy position peaked at $63K in Q2 2022.
2,277 funds tracked by Wall St. Rank held Duke Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.