Avestar Capital
DUK icon

Avestar Capital’s Duke Energy DUK Stock Holding History

Avestar Capital’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 		$565K Sell
4,955
-677
-12% -$82.9K 0.04% 336
2026
Q2 		$713K Sell
5,632
-229
-4% -$28.9K 0.04% 305
2026
Q1 		$768K Buy
5,861
+715
+14% +$89.4K 0.05% 271
2025
Q4 		$603K Sell
5,146
-133
-3% -$16.2K 0.04% 304
2025
Q3 		$653K Sell
5,279
-735
-12% -$89.2K 0.04% 286
2025
Q2 		$710K Buy
6,014
+2,027
+51% +$239K 0.05% 272
2025
Q1 		$486K Sell
3,987
-591
-13% -$67.4K 0.04% 289
2024
Q4 		$493K Buy
4,578
+517
+13% +$58.6K 0.04% 296
2024
Q3 		$468K Buy
4,061
+184
+5% +$20.5K 0.05% 265
2024
Q2 		$389K Buy
3,877
+490
+14% +$49K 0.04% 288
2024
Q1 		$328K Buy
3,387
+582
+21% +$55.2K 0.03% 324
2023
Q4 		$272K Buy
2,805
+410
+17% +$37.3K 0.03% 313
2023
Q3 		$211K Buy
+2,395
New +$220K 0.03% 321
2023
Q2 		– Sell
-2,194
Closed -$212K – 346
2023
Q1 		$212K Buy
2,194
+172
+9% +$17K 0.04% 285
2022
Q4 		$208K Buy
+2,022
New +$194K 0.04% 272
2019
Q3 		– Sell
-271
Closed -$21K – 347
2019
Q2 		$21K Sell
271
-225
-45% -$19.9K 0.01% 385
2019
Q1 		$41K Hold
496
– – 0.03% 303
2018
Q4 		$40K Buy
496
+1
+0.2% +$85 0.03% 279
2018
Q3 		$37K Sell
495
-312
-39% -$25.2K 0.02% 301
2018
Q2 		$60K Sell
807
-56
-6% -$4.31K 0.04% 259
2018
Q1 		$62K Sell
863
-52
-6% -$4.02K 0.04% 222
2017
Q4 		$74K Buy
+915
New +$79.9K 0.06% 197

Other funds holding DUK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Avestar Capital's DUK Position: Q3 2026 in Review

Avestar Capital reduced its Duke Energy (DUK) stake by 12% in Q3 2026, selling an estimated $82.9K and leaving 4,955 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #336.

Avestar Capital first reported a position in DUK in Q4 2017 and has held it in 22 quarters since. The position peaked at $768K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Avestar Capital held 4,955 shares of Duke Energy worth $565K as of Q3 2026.
  • Avestar Capital sold 677 Duke Energy shares in Q3 2026, an estimated $82.9K.
  • Duke Energy made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #336 holding.
  • Avestar Capital first reported a position in Duke Energy in Q4 2017 and has held it in 22 quarters since.
  • Avestar Capital's Duke Energy position peaked at $768K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.