Ashton Thomas Securities’s Duke Energy DUK Stock Holding History

Ashton Thomas Securities’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	$234K	Sell	2,049 -3,246	-61%	-$398K	0.02%	355
2026 Q2	$670K	Buy	5,295 +546	+11%	+$68.9K	0.1%	185
2026 Q1	$622K	Sell	4,749 -883	-16%	-$110K	0.08%	220
2025 Q4	$660K	Sell	5,632 -77	-1%	-$9.4K	0.13%	155
2025 Q3	$706K	Sell	5,709 -196	-3%	-$23.8K	0.1%	185
2025 Q2	$697K	Sell	5,905 -87	-1%	-$10.3K	0.17%	138
2025 Q1	$731K	Buy	+5,992	New	+$683K	0.2%	130
2024 Q4	–	Sell	-4,505	Closed	-$519K	–	487
2024 Q3	$519K	Buy	4,505 +865	+24%	+$96.3K	0.1%	173
2024 Q2	$281K	Buy	+3,640	New	+$364K	0.07%	194

Other funds holding DUK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Ashton Thomas Securities's DUK Position: Q3 2026 in Review

Ashton Thomas Securities reduced its Duke Energy (DUK) stake by 61% in Q3 2026, selling an estimated $398K and leaving 2,049 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #355.

Ashton Thomas Securities first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $731K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Ashton Thomas Securities held 2,049 shares of Duke Energy worth $234K as of Q3 2026.
Ashton Thomas Securities sold 3,246 Duke Energy shares in Q3 2026, an estimated $398K.
Duke Energy made up 0.02% of Ashton Thomas Securities's portfolio in Q3 2026, its #355 holding.
Ashton Thomas Securities first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's Duke Energy position peaked at $731K in Q1 2025.
1,635 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.