Rothwell Investment Advisors, LLC’s Duke Energy DUK Stock Holding History

Rothwell Investment Advisors, 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	$5.87K	Buy	+52	New	+$6.37K	﹤0.01%	879

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DUK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Duke Energy (DUK) in Q3 2026: 52 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Rothwell Investment Advisors, LLC held 52 shares of Duke Energy worth $5.87K as of Q3 2026.
Duke Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Duke Energy made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #879 holding.
1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.