AGP Franklin’s Duke Energy DUK Stock Holding History

AGP Franklin’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	$1.68M	Buy	14,720 +860	+6%	+$105K	0.73%	39
2026 Q2	$1.75M	Buy	13,860 +1,250	+10%	+$158K	0.76%	37
2026 Q1	$1.65M	Sell	12,610 -3,142	-20%	-$393K	0.82%	41
2025 Q4	$1.85M	Buy	15,752 +224	+1%	+$27.4K	0.87%	41
2025 Q3	$1.92M	Buy	15,528 +711	+5%	+$86.3K	0.94%	42
2025 Q2	$1.75M	Buy	14,817 +1,251	+9%	+$148K	0.93%	46
2025 Q1	$1.63M	Buy	13,566 +3,237	+31%	+$369K	1.01%	42
2024 Q4	$1.11M	Buy	+10,329	New	+$1.17M	0.68%	51

Other funds holding DUK

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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

AGP Franklin's DUK Position: Q3 2026 in Review

AGP Franklin increased its Duke Energy (DUK) stake by 6.2% in Q3 2026, buying an estimated $105K and bringing the position to 14,720 shares worth $1.68M. The position accounts for 0.73% of the portfolio, ranked #39.

AGP Franklin first reported a position in DUK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

AGP Franklin held 14,720 shares of Duke Energy worth $1.68M as of Q3 2026.
AGP Franklin bought 860 Duke Energy shares in Q3 2026, an estimated $105K.
Duke Energy made up 0.73% of AGP Franklin's portfolio in Q3 2026, its #39 holding.
AGP Franklin first reported a position in Duke Energy in Q4 2024 and has held it in 8 quarters since.
AGP Franklin's Duke Energy position peaked at $1.92M in Q3 2025.
1,277 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.