Advocate Group
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Advocate Group’s Duke Energy DUK Stock Holding History

Advocate 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
2026
Q3 		$9.7M Buy
84,718
+6,412
+8% +$785K 1.5% 23
2026
Q2 		$9.9M Buy
78,306
+1,778
+2% +$224K 1.49% 22
2026
Q1 		$10M Buy
76,528
+1,458
+2% +$182K 1.57% 18
2025
Q4 		$8.8M Buy
75,070
+4,104
+6% +$501K 1.42% 27
2025
Q3 		$8.78M Sell
70,966
-919
-1% -$112K 1.44% 22
2025
Q2 		$8.48M Sell
71,885
-849
-1% -$100K 1.52% 22
2025
Q1 		$8.87M Sell
72,734
-3,234
-4% -$369K 1.62% 22
2024
Q4 		$8.18M Sell
75,968
-9,110
-11% -$1.03M 1.54% 24
2024
Q3 		$9.8M Buy
85,078
+961
+1% +$107K 1.78% 11
2024
Q2 		$8.43M Buy
84,117
+1,731
+2% +$173K 1.7% 17
2024
Q1 		$7.97M Buy
82,386
+11,541
+16% +$1.09M 1.58% 22
2023
Q4 		$6.87M Buy
70,845
+1,641
+2% +$149K 1.48% 21
2023
Q3 		$6.11M Buy
69,204
+4,676
+7% +$429K 1.42% 26
2023
Q2 		$5.79M Sell
64,528
-1,150
-2% -$109K 1.27% 31
2023
Q1 		$6.34M Sell
65,678
-9,468
-13% -$935K 1.38% 27
2022
Q4 		$7.74M Sell
75,146
-5,009
-6% -$481K 1.67% 18
2022
Q3 		$7.46M Sell
80,155
-3,074
-4% -$330K 1.84% 14
2022
Q2 		$8.92M Buy
+83,229
New +$9.15M 2.08% 12

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Advocate Group's DUK Position: Q3 2026 in Review

Advocate Group increased its Duke Energy (DUK) stake by 8.2% in Q3 2026, buying an estimated $785K and bringing the position to 84,718 shares worth $9.7M. The position accounts for 1.5% of the portfolio, ranked #23.

Advocate Group first reported a position in DUK in Q2 2022 and has held it in 18 quarters since. The position peaked at $10M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Advocate Group held 84,718 shares of Duke Energy worth $9.7M as of Q3 2026.
  • Advocate Group bought 6,412 Duke Energy shares in Q3 2026, an estimated $785K.
  • Duke Energy made up 1.5% of Advocate Group's portfolio in Q3 2026, its #23 holding.
  • Advocate Group first reported a position in Duke Energy in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Duke Energy position peaked at $10M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.