BS
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Brighton Securities’s Duke Energy DUK Stock Holding History

Brighton 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 		– Sell
-1,622
Closed -$205K – 51
2026
Q2 		$205K Sell
1,622
-113
-7% -$14.3K 0.09% 48
2026
Q1 		$227K Sell
1,735
-34
-2% -$4.25K 0.11% 39
2025
Q4 		$207K Sell
1,769
-153
-8% -$18.7K 0.1% 49
2025
Q3 		$238K Sell
1,922
-802
-29% -$97.3K 0.12% 45
2025
Q2 		$321K Sell
2,724
-939
-26% -$111K 0.18% 40
2025
Q1 		$447K Buy
3,663
+12
+0.3% +$1.37K 0.22% 29
2024
Q4 		$393K Buy
+3,651
New +$414K 0.19% 40

Other funds holding DUK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Brighton Securities's DUK Position: Q3 2026 in Review

Brighton Securities sold out of Duke Energy (DUK) in Q3 2026, closing a stake of 1,622 shares — an estimated $205K sold.

Brighton Securities first reported a position in DUK in Q4 2024 and held it in 7 quarters. The position peaked at $447K in Q1 2025. 82 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Brighton Securities reported no remaining Duke Energy position as of Q3 2026 after selling out during the quarter.
  • Brighton Securities sold 1,622 Duke Energy shares in Q3 2026, an estimated $205K.
  • Brighton Securities first reported a position in Duke Energy in Q4 2024 and held it in 7 quarters.
  • Brighton Securities's Duke Energy position peaked at $447K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.