BRIA Capital Group’s Duke Energy DUK Stock Holding History

BRIA Capital Group’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	$1.12M	Buy	9,829 +1,387	+16%	+$170K	0.76%	36
2026 Q2	$1.07M	Buy	+8,442	New	+$1.06M	0.79%	31

Other funds holding DUK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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

BRIA Capital Group's DUK Position: Q3 2026 in Review

BRIA Capital Group increased its Duke Energy (DUK) stake by 16% in Q3 2026, buying an estimated $170K and bringing the position to 9,829 shares worth $1.12M. The position accounts for 0.76% of the portfolio, ranked #36.

BRIA Capital Group first reported a position in DUK in Q2 2026 and has held it in 2 quarters since. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

BRIA Capital Group held 9,829 shares of Duke Energy worth $1.12M as of Q3 2026.
BRIA Capital Group bought 1,387 Duke Energy shares in Q3 2026, an estimated $170K.
Duke Energy made up 0.76% of BRIA Capital Group's portfolio in Q3 2026, its #36 holding.
BRIA Capital Group first reported a position in Duke Energy in Q2 2026 and has held it in 2 quarters since.
2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on BRIA Capital Group's 13F filing for Q3 2026, filed 22 Oct 2026.