Abel Hall LLC
DUK icon

Abel Hall LLC’s Duke Energy DUK Stock Holding History

Abel Hall 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 		$231K Sell
2,025
-2,807
-58% -$344K 0.04% 593
2026
Q2 		$612K Buy
4,832
+1,231
+34% +$155K 0.11% 179
2026
Q1 		$472K Buy
3,601
+1,659
+85% +$207K 0.1% 213
2025
Q4 		$228K Buy
1,942
+15
+0.8% +$1.83K 0.05% 478
2025
Q3 		$238K Buy
1,927
+6
+0.3% +$728 0.1% 228
2025
Q2 		$227K Sell
1,921
-387
-17% -$45.7K 0.1% 212
2025
Q1 		$282K Buy
+2,308
New +$263K 0.17% 110

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
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
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Abel Hall LLC's DUK Position: Q3 2026 in Review

Abel Hall LLC reduced its Duke Energy (DUK) stake by 58% in Q3 2026, selling an estimated $344K and leaving 2,025 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #593.

Abel Hall LLC first reported a position in DUK in Q1 2025 and has held it in 7 quarters since. The position peaked at $612K in Q2 2026. 969 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Abel Hall LLC held 2,025 shares of Duke Energy worth $231K as of Q3 2026.
  • Abel Hall LLC sold 2,807 Duke Energy shares in Q3 2026, an estimated $344K.
  • Duke Energy made up 0.04% of Abel Hall LLC's portfolio in Q3 2026, its #593 holding.
  • Abel Hall LLC first reported a position in Duke Energy in Q1 2025 and has held it in 7 quarters since.
  • Abel Hall LLC's Duke Energy position peaked at $612K in Q2 2026.
  • 969 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.