AlphaCore Capital
DUK icon

AlphaCore Capital’s Duke Energy DUK Stock Holding History

AlphaCore Capital’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 		$2.72M Buy
23,839
+4,485
+23% +$549K 0.04% 300
2026
Q2 		$2.45M Buy
19,354
+3,906
+25% +$493K 0.05% 279
2026
Q1 		$2.02M Sell
15,448
-4,703
-23% -$588K 0.05% 250
2025
Q4 		$2.36M Buy
20,151
+10,341
+105% +$1.26M 0.05% 239
2025
Q3 		$1.21M Buy
9,810
+3,898
+66% +$473K 0.04% 265
2025
Q2 		$698K Buy
5,912
+1,499
+34% +$177K 0.03% 322
2025
Q1 		$538K Buy
4,413
+657
+17% +$74.9K 0.05% 253
2024
Q4 		$405K Buy
3,756
+10
+0.3% +$1.13K 0.09% 138
2024
Q3 		$432K Sell
3,746
-106
-3% -$11.8K 0.1% 124
2024
Q2 		$386K Buy
3,852
+43
+1% +$4.3K 0.09% 125
2024
Q1 		$368K Buy
3,809
+85
+2% +$8.06K 0.1% 115
2023
Q4 		$361K Sell
3,724
-621
-14% -$56.5K 0.05% 179
2023
Q3 		$384K Buy
4,345
+639
+17% +$58.6K 0.06% 165
2023
Q2 		$333K Buy
+3,706
New +$350K 0.05% 165

Other funds holding DUK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AlphaCore Capital's DUK Position: Q3 2026 in Review

AlphaCore Capital increased its Duke Energy (DUK) stake by 23% in Q3 2026, buying an estimated $549K and bringing the position to 23,839 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #300.

AlphaCore Capital first reported a position in DUK in Q2 2023 and has held it in 14 quarters since. 1,426 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • AlphaCore Capital held 23,839 shares of Duke Energy worth $2.72M as of Q3 2026.
  • AlphaCore Capital bought 4,485 Duke Energy shares in Q3 2026, an estimated $549K.
  • Duke Energy made up 0.04% of AlphaCore Capital's portfolio in Q3 2026, its #300 holding.
  • AlphaCore Capital first reported a position in Duke Energy in Q2 2023 and has held it in 14 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.