Alta Advisers’s Duke Energy DUK Stock Holding History

Alta Advisers’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	$729K	Buy	6,397 +3,397	+113%	+$416K	0.11%	113
2026 Q2	$380K	Hold	3,000	–	–	0.09%	110
2026 Q1	$393K	Hold	3,000	–	–	0.14%	104
2025 Q4	$352K	Sell	3,000 -900	-23%	-$110K	0.13%	113
2025 Q3	$483K	Hold	3,900	–	–	0.15%	110
2025 Q2	$460K	Hold	3,900	–	–	0.16%	113
2025 Q1	$476K	Buy	3,900 +1,400	+56%	+$160K	0.2%	100
2024 Q4	$269K	Buy	2,500 +600	+32%	+$68K	0.17%	116
2024 Q3	$219K	Hold	1,900	–	–	0.1%	128
2024 Q2	$190K	Hold	1,900	–	–	0.09%	140
2024 Q1	$184K	Hold	1,900	–	–	0.09%	149
2023 Q4	$184K	Hold	1,900	–	–	0.1%	123
2023 Q3	$168K	Hold	1,900	–	–	0.1%	127
2023 Q2	$171K	Hold	1,900	–	–	0.1%	130
2023 Q1	$183K	Hold	1,900	–	–	0.11%	109
2022 Q4	$196K	Hold	1,900	–	–	0.12%	103
2022 Q3	$177K	Buy	+1,900	New	+$204K	0.11%	101

Other funds holding DUK

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Alta Advisers's DUK Position: Q3 2026 in Review

Alta Advisers increased its Duke Energy (DUK) stake by 113% in Q3 2026, buying an estimated $416K and bringing the position to 6,397 shares worth $729K. The position accounts for 0.11% of the portfolio, ranked #113.

Alta Advisers first reported a position in DUK in Q3 2022 and has held it in 17 quarters since. 1,434 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Alta Advisers held 6,397 shares of Duke Energy worth $729K as of Q3 2026.
Alta Advisers bought 3,397 Duke Energy shares in Q3 2026, an estimated $416K.
Duke Energy made up 0.11% of Alta Advisers's portfolio in Q3 2026, its #113 holding.
Alta Advisers first reported a position in Duke Energy in Q3 2022 and has held it in 17 quarters since.
1,434 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.