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Aurora Private Wealth’s Duke Energy DUK Stock Holding History

Aurora Private Wealth’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 		$348K Buy
+3,053
New +$374K 0.22% 113
2020
Q2 		– Sell
-2,684
Closed -$217K – 185
2020
Q1 		$217K Buy
+2,684
New +$247K 0.08% 201

Other funds holding DUK

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aurora Private Wealth's DUK Position: Q3 2026 in Review

Aurora Private Wealth opened a new position in Duke Energy (DUK) in Q3 2026: 3,053 shares worth $348K. The stake represents 0.22% of the portfolio and ranks #113 among its holdings. This is a return to the name: Aurora Private Wealth previously reported a position in DUK as recently as Q1 2020.

Aurora Private Wealth first reported a position in DUK in Q1 2020 and has held it in 2 quarters since. 1,336 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Aurora Private Wealth held 3,053 shares of Duke Energy worth $348K as of Q3 2026.
  • Duke Energy was a new Aurora Private Wealth position in Q3 2026.
  • Duke Energy made up 0.22% of Aurora Private Wealth's portfolio in Q3 2026, its #113 holding.
  • Aurora Private Wealth first reported a position in Duke Energy in Q1 2020 and has held it in 2 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.