Aspect Partners’s Duke Energy DUK Stock Holding History

Aspect Partners’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	$8.32K	Hold	73	–	–	﹤0.01%	304
2026 Q2	$9.24K	Hold	73	–	–	﹤0.01%	294
2026 Q1	$9.6K	Hold	73	–	–	﹤0.01%	271
2025 Q4	$8.56K	Buy	73 +10	+16%	+$1.22K	﹤0.01%	299
2025 Q3	$7.8K	Sell	63 -105	-63%	-$12.7K	﹤0.01%	344
2025 Q2	$19.8K	Buy	168 +105	+167%	+$12.4K	0.01%	217
2025 Q1	$7.68K	Hold	63	–	–	﹤0.01%	293
2024 Q4	$6.79K	Hold	63	–	–	﹤0.01%	328
2024 Q3	$7.26K	Hold	63	–	–	﹤0.01%	306
2024 Q2	$6.31K	Hold	63	–	–	﹤0.01%	324
2024 Q1	$6.09K	Hold	63	–	–	﹤0.01%	331
2023 Q4	$6.11K	Buy	+63	New	+$5.73K	﹤0.01%	315

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

Aspect Partners's DUK Position: Q3 2026 in Review

Aspect Partners held its Duke Energy (DUK) position steady in Q3 2026 at 73 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Aspect Partners first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.8K in Q2 2025. 720 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

Aspect Partners held 73 shares of Duke Energy worth $8.32K as of Q3 2026.
Aspect Partners left its Duke Energy share count unchanged in Q3 2026.
Duke Energy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #304 holding.
Aspect Partners first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Duke Energy position peaked at $19.8K in Q2 2025.
720 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.