Affinity Capital Advisors
DUK icon

Affinity Capital Advisors’s Duke Energy DUK Stock Holding History

Affinity Capital Advisors’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 		$474K Buy
4,065
+2,074
+104% +$254K 0.06% 120
2026
Q2 		$251K Buy
+1,991
New +$251K 0.03% 168

Other funds holding DUK

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
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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Affinity Capital Advisors's DUK Position: Q3 2026 in Review

Affinity Capital Advisors increased its Duke Energy (DUK) stake by 104% in Q3 2026, buying an estimated $254K and bringing the position to 4,065 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #120.

Affinity Capital Advisors first reported a position in DUK in Q2 2026 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Affinity Capital Advisors held 4,065 shares of Duke Energy worth $474K as of Q3 2026.
  • Affinity Capital Advisors bought 2,074 Duke Energy shares in Q3 2026, an estimated $254K.
  • Duke Energy made up 0.06% of Affinity Capital Advisors's portfolio in Q3 2026, its #120 holding.
  • Affinity Capital Advisors first reported a position in Duke Energy in Q2 2026 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.