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Alhambra Investment Management’s Duke Energy DUK Stock Holding History

Alhambra Investment Management’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 		– Sell
-1,719
Closed -$218K – 188
2026
Q2 		$218K Sell
1,719
-440
-20% -$55.5K 0.1% 169
2026
Q1 		$283K Sell
2,159
-107
-5% -$13.4K 0.13% 143
2025
Q4 		$266K Sell
2,266
-45
-2% -$5.5K 0.12% 146
2025
Q3 		$286K Buy
2,311
+156
+7% +$18.9K 0.14% 143
2025
Q2 		$254K Sell
2,155
-113
-5% -$13.3K 0.13% 145
2025
Q1 		$277K Buy
2,268
+90
+4% +$10.3K 0.14% 136
2024
Q4 		$235K Buy
2,178
+221
+11% +$25K 0.12% 151
2024
Q3 		$226K Buy
+1,957
New +$218K 0.12% 159

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OGC
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Alhambra Investment Management's DUK Position: Q3 2026 in Review

Alhambra Investment Management sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,719 shares — an estimated $218K sold.

Alhambra Investment Management first reported a position in DUK in Q3 2024 and held it in 8 quarters. The position peaked at $286K in Q3 2025. 393 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Alhambra Investment Management reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Alhambra Investment Management sold 1,719 Duke Energy shares in Q3 2026, an estimated $218K.
  • Alhambra Investment Management first reported a position in Duke Energy in Q3 2024 and held it in 8 quarters.
  • Alhambra Investment Management's Duke Energy position peaked at $286K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Alhambra Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.