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Byrne Asset Management’s Duke Energy DUK Stock Holding History

Byrne Asset Management’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 		$100K Sell
883
-25
-3% -$3.06K 0.06% 233
2026
Q2 		$115K Hold
908
– – 0.06% 224
2026
Q1 		$119K Sell
908
-110
-11% -$13.8K 0.07% 203
2025
Q4 		$119K Hold
1,018
– – 0.07% 199
2025
Q3 		$126K Hold
1,018
– – 0.08% 139
2025
Q2 		$120K Hold
1,018
– – 0.08% 138
2025
Q1 		$124K Hold
1,018
– – 0.09% 132
2024
Q4 		$110K Hold
1,018
– – 0.08% 142
2024
Q3 		$117K Hold
1,018
– – 0.08% 145
2024
Q2 		$102K Hold
1,018
– – 0.07% 155
2024
Q1 		$98.5K Buy
+1,018
New +$96.6K 0.07% 156
2023
Q4 		– Sell
-1,168
Closed -$106K – 145
2023
Q3 		$103K Hold
1,168
– – 0.09% 137
2023
Q2 		$105K Hold
1,168
– – 0.07% 188
2023
Q1 		$113K Hold
1,168
– – 0.08% 169
2022
Q4 		$120K Sell
1,168
-150
-11% -$14.4K 0.09% 164
2022
Q3 		$123K Hold
1,318
– – 0.09% 141
2022
Q2 		$141K Sell
1,318
-137
-9% -$15.1K 0.1% 120
2022
Q1 		$162K Sell
1,455
-100
-6% -$10.4K 0.1% 124
2021
Q4 		$163K Buy
+1,555
New +$158K 0.11% 124

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Byrne Asset Management's DUK Position: Q3 2026 in Review

Byrne Asset Management reduced its Duke Energy (DUK) stake by 2.8% in Q3 2026, selling an estimated $3.06K and leaving 883 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #233.

Byrne Asset Management first reported a position in DUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $163K in Q4 2021. 195 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Byrne Asset Management held 883 shares of Duke Energy worth $100K as of Q3 2026.
  • Byrne Asset Management sold 25 Duke Energy shares in Q3 2026, an estimated $3.06K.
  • Duke Energy made up 0.06% of Byrne Asset Management's portfolio in Q3 2026, its #233 holding.
  • Byrne Asset Management first reported a position in Duke Energy in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Duke Energy position peaked at $163K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.