AlphaGrep UK’s Duke Energy DUK Stock Holding History

AlphaGrep UK’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	-2,862	Closed	-$362K	–	809
2026 Q2	$362K	Buy	+2,862	New	+$361K	0.11%	377
2026 Q1	–	Sell	-1,725	Closed	-$202K	–	824
2025 Q4	$202K	Buy	+1,725	New	+$211K	0.07%	623

Other funds holding DUK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

AlphaGrep UK's DUK Position: Q3 2026 in Review

AlphaGrep UK sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 2,862 shares — an estimated $362K sold.

AlphaGrep UK first reported a position in DUK in Q4 2025 and held it in 2 quarters. The position peaked at $362K in Q2 2026. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

AlphaGrep UK reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 2,862 Duke Energy shares in Q3 2026, an estimated $362K.
AlphaGrep UK first reported a position in Duke Energy in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's Duke Energy position peaked at $362K in Q2 2026.
2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.