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Seven Hills Financial, LLC’s Duke Energy DUK Stock Holding History

Seven Hills Financial, LLC’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 		$377K Buy
+3,309
New +$405K 0.23% 61

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Seven Hills Financial, LLC's DUK Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Duke Energy (DUK) in Q3 2026: 3,309 shares worth $377K. The stake represents 0.23% of the portfolio and ranks #61 among its holdings.

191 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Seven Hills Financial, LLC held 3,309 shares of Duke Energy worth $377K as of Q3 2026.
  • Duke Energy was a new Seven Hills Financial, LLC position in Q3 2026.
  • Duke Energy made up 0.23% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #61 holding.
  • 191 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.