Align Financial’s Duke Energy DUK Stock Holding History

Align Financial’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	$1.03K	Buy	+9	New	+$1.1K	﹤0.01%	399

Other funds holding DUK

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Align Financial's DUK Position: Q3 2026 in Review

Align Financial opened a new position in Duke Energy (DUK) in Q3 2026: 9 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

609 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Align Financial held 9 shares of Duke Energy worth $1.03K as of Q3 2026.
Duke Energy was a new Align Financial position in Q3 2026.
Duke Energy made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #399 holding.
609 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.